Logistics Brief


How One Year of No Shopping Laid a Path to Financial Consciousness

   March 1, 2019

We overconsume – we buy too much and throw out things that are still good. This year the average American […]

Reporting Charitable Contributions on Client Tax Returns Explained

   September 10, 2018

The Tax Cuts and Jobs Act eliminated many individual income tax deductions. One that was not eliminated, and was actually […]

Charitable Planning Ideas for Individuals Under the New Tax Law

   July 25, 2018

The Tax Cuts and Jobs Act of 2017 brought with it many changes, including several to itemized deductions, such as […]

6 Reasons Starting a Private Foundation May Be Right for Your Philanthropic Giving

   February 12, 2018

As technology continues to advance, and the world continues to “shrink,” stories of social injustice, sickness, poverty, and many other […]

Tax Implications Of Rental Real Estate Activities

   July 20, 2017

Certain online sites such as Airbnb and VRBO (Vacation Rental By Owner) have made it easier and more appealing for […]

8 Frequently Asked Questions about Minimum Distributions and Retirement Accounts

   April 4, 2017

Individuals who are approaching age 70 need to be aware of the required minimum distribution (“RMD”) rules related to retirement […]