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A Guide to Charitable Remainder Trusts

A Guide To Charitable Remainder Trusts

Written by: Chad O'Brien and Peter O'Neill There are types of strategies that when executed properly, can financially support charitable organizations you are passionate about and provide you with significant tax benefits.  Most of our…

Understanding the Stimulus Package

The Senate and House of Representatives approved a $2 trillion stimulus package named the Coronavirus Aid, Relief, and Economic Security (CARES) Act in response to the COVID-19 crisis – the largest emergency package of its…

Funding Your Charitable Goals with Your Business

Funding Your Charitable Goals With Your Business

Authors: Matt Masterson and Brent Beene Funding Your Charitable Goals with Your Business - Donor Advised Funds Donor Advised Funds (DAFs) are a simple and flexible way for individuals to donate appreciated securities and direct…

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