Buying vs. Leasing a Car
Before you roll the windows down, put your foot on the gas and drive off into the sunset, you need to decide: buy or lease? It’s not a fun decision like horsepower or paint color, but it is an important…
How Innovative Food ‘Kits’ Can Bring Climate Change Issues to the Table
David: I'm talking today with Stefani Bardin, an amazing entrepreneur. I've told that her “lane” in her work life is “not staying in a lane.” She does so many amazing, interesting things. When she told me she works in the…
Three Questions Food Companies Need to Ask about Direct-to-Consumer Strategies
More than a year after the COVID-19 pandemic began, the outlook for the future has changed. Vaccines offer hope on the horizon. However, even as we contemplate what the “next normal” will look like in the food sector, it’s important…
Q2 2021: A Campfire Economy: Shifting Toward the Heat
Cooking over a campfire is challenging. If you’ve ever done it, you know what I mean. The fire can be difficult to start, the flame heat varies, the cooking surface is often uneven and the whole cooking experience can get…
Finding (& Funding) Your Retirement Home
Retirement is a time of transition. Those approaching retirement often look forward to the freedom that will be plentiful once they stop working. That flexibility not only allows them to dictate how they spend their time, but where they spend it…
Could I Reduce My Tax Bill to $0 through Charitable Gifting?
In light of COVID’s devastating impact on many not-for-profit groups and organizations, the IRS included a provision in the 2020 CARES Act (and more recently extended through 2021) that taxpayers can deduct 100% of cash contributions to qualifying charitable organizations.…
Life Insurance Settlements
Life insurance has traditionally been purchased for any one of a handful of reasons; to protect loved ones should we die prematurely, meet business obligations, or to fulfill estate planning goals. When these purposes are no longer relevant or premiums…
Impact Giving: The Power of Collective Giving
As I reflect on the pandemic and the effect it has had on our communities, I can’t help but think about the incredible need our nonprofits have faced this past year and the importance of giving back. Giving back can…
Charitable Giving in 2021
All too often we leave our charitable giving to the end of the year when the deadline looms for making tax deductible gifts. This may cause us to make hasty decisions about where to give, how much to give and how…
Donating Your Collection of Tangible Assets
In a previous blog I wrote about donating your tangible property to charity – which could include artwork, jewelry, cars, or antiques, just to name a few examples. If you are considering this to divest yourself of your collection, or…