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May 2024
How Did You Do on the Finance 1040 Final Exam?
Did you know that you can reduce your taxes by being more intentional with your charitable planning? Read more for tax-wise giving options to consider this year

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Previous Articles

Two Simple Ways to Make Tax-Wise Charitable Gifts from Your IRA

How to Make the Most of the Type and Timing of Your Charitable Gift

Maximize Your Philanthropy and Minimize Your Taxes with a Charitable Trust

Planned Giving Possibilities: The New Year Is a Great Time to Review Your Options

Bunching Deductible Expenses This Year Can Ensure Greater Tax Savings for You

Two Ways to Give from Your IRA—Including a New Opportunity for 2023

Celebrating 15 Years of National Estate Planning Awareness Week: October 16-22, 2023

70½ or Older? Use Your IRA Funds for Tax-Advantaged Giving

August Is National Make-A-Will Month—Is It Time to Create or Update Your Will?

Do You Know the 6 Ways Your Assets Could Be Distributed?

A Qualified Charitable Distribution May Reduce Taxes on Your Social Security Benefits 

Why Now Is a Good Time to Make a Planned Gift with Appreciated Stock

Three Deduction Opportunities to Consider This Tax Season

Stock Market Bringing You Dow(n)? Turn Losses into Wins

When It’s Gone, It’s Gone—Or Is It?

3 Ways You Can Be a V.I.P.—A Very Influential Philanthropist

Four Ways to Give Yourself a “Holiday Bonus” Through Year-End Charitable Giving

Four Tips to Help Achieve Your Personal and Charitable Goals This Giving Season



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