At the end of 2019, President Trump signed the SECURE Act. The SECURE Act changed…
Jeff ZysikMarch 2, 2020
If you read the popular press, you’ve probably read or seen headlines about the “bunching”…
Jeff ZysikAugust 26, 2019
When formulating your estate, gift and income tax plan, first and foremost define your goals.…
Jeff ZysikMay 29, 2019
What if you would like to benefit charity, but the need for an income stream…
Jeff ZysikFebruary 12, 2019
Once again, year-end has snuck up upon many of us. And this year, your approach…
Jeff ZysikDecember 6, 2018
What if you would like to benefit charity, but because you need the income stream…
Jeff ZysikOctober 9, 2018
By now, pretty much everyone is familiar with the virtual currency phenomena, especially Bitcoin. Bitcoin…
Jeff ZysikSeptember 22, 2017
In previous posts (part one and part two), we discussed how to terminate a charitable…
Jeff ZysikMay 19, 2017
There are many methods and platforms for carrying-out your charitable giving. Simplest, of course, is…
Jeff ZysikJanuary 13, 2017