2022 Guide to Year-End Charitable Giving
Whatever your reason for giving this year, it’s important to know how your charitable contributions can impact your financial plan.
2016 End of the Year Planning
The end of the year is already upon us and you’re likely busy getting prepared for the holidays.
Year-End Gifting
Gifts and donations not only help individuals, organizations, and charities achieve their goals, but your gift may help you lower tax bill in April.
There’s Still Time to Make an IRA Contribution
Even though 2014 has come to an end, there is still time to save for retirement while possibly qualifying for a tax deduction. Both traditional IRA and Roth IRA contributions for tax year 2014 can be made up until the …