Since the 2017 Trump tax cuts, you may have seen tax experts and financial advisors…
Jeff ZysikMarch 17, 2022
The House Ways and Means committee has finally marked-up and released legislative text to amend…
Jeff ZysikSeptember 15, 2021
As we discussed in an article published on this site last year, the CARES Act…
Jeff ZysikAugust 26, 2021
While we have yet to see a written, formal, proposal, the Biden campaign floated a…
Jeff ZysikMarch 4, 2021
As discussed in my recent post, the CAREs Act included a provision allowing an individual…
Jeff ZysikDecember 14, 2020
If you are familiar with charitable remainder trusts, charitable lead annuity trusts, in many respects,…
Jeff ZysikDecember 8, 2020
COVID-19 has been a tragedy and a disaster. I can’t say any real good has…
Jeff ZysikNovember 24, 2020
Establishing a donor-advised account helps donors facilitate and simplify year-end giving. And, because DAF accounts…
Jeff ZysikOctober 27, 2020
You are excited about philanthropy. You have a charitable mission. You have plenty of charitable…
Jeff ZysikJuly 20, 2020