charitable giving

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Charitable Giving – Phil Tobin Says: Live Your Values, Save On Taxes

By New York Times Bestselling Author Michael Levin You’re a generous person. You take care of the needs of your family, you give annually to your favorite charities, and you love to see those deductions reduce your tax bill. But as a result of the recent changes to the tax code, you probably are no longer [...]

Charitable Giving – Phil Tobin Says: Live Your Values, Save On Taxes 2019-05-01T17:40:50+00:00

Your Guide to Donor Advised Funds

Americans are currently experiencing the greatest transfer of wealth in history. The statistics paint the picture: An estimated $59 trillion will pass from an aging generation to younger generations by 2061, including $21 trillion destined for charities. At its peak, between 2030 and 2045, 10 percent of the total wealth in this country is expected to change hands every 5 [...]

Your Guide to Donor Advised Funds 2019-03-14T15:39:55+00:00

Qualified Charitable Distributions (QCDs) for Donors

While most taxpayers will benefit from reduced tax rates and expanded tax brackets under the new tax laws, many will elect not to itemize this year. Rather, they will opt to claim the higher standard deduction ($12,000 for single filers and $24,000 for married filing jointly)… and that may include you. With that in mind, here [...]

Qualified Charitable Distributions (QCDs) for Donors 2019-03-14T15:47:34+00:00

What will the new tax law mean to you as you develop your charitable-giving strategies for 2018?

What will the new tax law mean to you as you develop your charitable-giving strategies for 2018? While you may benefit from reduced tax rates and expanded tax brackets, it’s likely that many taxpayers will elect not to itemize this year. Rather, they will opt to claim the higher standard deduction ($12,000 for single filers and [...]

What will the new tax law mean to you as you develop your charitable-giving strategies for 2018? 2019-03-14T16:17:12+00:00

Will New Tax Laws Impact Your Charitable Giving?

No doubt, the Tax Cut and Jobs Act (TCJA) of 2017 will change your tax planning in one way or another. Despite any alterations to your planning process, there’s one thing that won’t change: the desire held by many people to donate to the charities and causes they care about. And this drive to give typically [...]

Will New Tax Laws Impact Your Charitable Giving? 2019-03-15T13:25:30+00:00

Your Vision of Success Is Missing This Vital Ingredient

How do you define success? Ask 10 different people this question and you’re likely to get 10 different definitions. The typical dictionary definition characterizes success as “an accomplishment of a goal or purpose.” While this is true, by necessity it leaves out details individuals like you and me associate with a successful life. The missing ingredient [...]

Your Vision of Success Is Missing This Vital Ingredient 2019-03-15T13:26:54+00:00