A Season of Giving: 2025 Charitable Planning Updates
With new tax rules taking effect, we outline what to know as you think about charitable giving this season.
Giving Thanks Through Giving Back: A Thanksgiving Guide to Charitable Giving
This Thanksgiving, embrace the spirit of gratitude by giving back in meaningful and strategic ways.
Year-End Tax Planning Tips and Tools
As 2021 draws to a close, a bit of advance planning can help you save on your tax bills in April and beyond.
Get a Checkbook For Your IRA
Looking to save on your tax bill, while fulfilling your charitable goals? If you're over age 72 and have an IRA, a Qualified Charitable Distribution may be a good option, even if you don't itemize your taxes.