You, Your Clients, and the Elephant in the Room
Let’s talk about the elephant in the room.Often, one of the biggest obstacles for financial…
Lukas DwellyJuly 3, 2024
Is This the Second Year You Pay No Federal Income Tax? For High-Income Taxpayers, Probably Not
As we discussed in an article published on this site last year, the CARES Act…
Jeff ZysikAugust 26, 2021
Don’t Leave Your Loved One’s Legacy to Fate
Dementia sucks! The Catholic schoolgirl in me doesn't like using that kind of language, but…
Stephanie G. LipsJune 27, 2021
Biden’s Tax Proposals: Countering Techniques and Vehicles for Givers
While we have yet to see a written, formal, proposal, the Biden campaign floated a…
Jeff ZysikMarch 4, 2021
Don’t Let Them See Your Fear and Other Tips for Planned Giving
I will not forget the night last May that I opened a kitchen cabinet and…
Stephanie G. LipsJanuary 26, 2021
No Income Tax Liability for 2020: Make Sure You Consider the Economics
As discussed in my recent post, the CAREs Act included a provision allowing an individual…
Jeff ZysikDecember 14, 2020
Charitable Lead Annuity Trusts for Income Tax Planning?
If you are familiar with charitable remainder trusts, charitable lead annuity trusts, in many respects,…
Jeff ZysikDecember 8, 2020
The Kids Are Alright: Charitable Planning for the Future
There is a stack of baseball cards in my hand, and they have me missing…
Stephanie G. LipsDecember 2, 2020
The CARES Act: Is This the Year You Pay No Federal Income Tax?
COVID-19 has been a tragedy and a disaster. I can’t say any real good has…
Jeff ZysikNovember 24, 2020
Consider Tax Savings with a Donor-Advised Account This Year
Establishing a donor-advised account helps donors facilitate and simplify year-end giving. And, because DAF accounts…
Jeff ZysikOctober 27, 2020
