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Tax Bill Changes Explained

Tax Bill Changes Explained

Tax Bill Changes Explained Tax Bill Changes Explained. After the 2016 election, many Americans wondered what the major overhaul to the US Tax Code would look like. Rumors circulated that a bill would pass early…

The 529 Gifting Extravaganza!

The 529 Gifting Extravaganza!

The 529 is an account that allows for tax free growth only if the funds are used to pay for college education costs.  But did you know that you can potentially use a 529 account as…

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…

5 Planned Giving Strategies for Your Donors

5 Planned Giving Strategies For Your Donors

It is my experience in dealing with gifting strategies that about two-thirds of all planned gifts to charities fall into that old standby category: The bequest. It’s an easy planned gift. The donor simply inserts…

Dying in New Jersey: The Estate Tax Challenge

Dying In New Jersey: The Estate Tax Challenge

Benjamin Franklin is often credited for the well-known phrase “…in this world nothing can be said to be certain, except death and taxes.” If Franklin lived in New Jersey today, he’d undoubtedly stand by that…

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