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Tax Bill Changes Explained

After the 2016 election, many Americans wondered what the major overhaul to the US Tax Code would look like and what the tax bill changes would be. Rumors circulated that a bill would pass early…

IRS Updates – What’s on the Horizon for 2018

IRS Updates - What's On The Horizon For 2018

In 2018, the IRS will be raising many of the contribution and exclusion limits that we’ve grown accustomed to over the past few years. Two important provisions that will be increased are the 401(k) contribution…

The 529 Gifting Extravaganza!

Upromise

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

Nonprofit

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…

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