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 […]

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 […]

Estate Tax Uncertainty and Your Life Insurance

   April 4, 2017

Will life insurance play a role in large estates if estate taxes are repealed? Jeff Pennell, professor of Law at […]