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10 Ways to Maximize Your End-of-Year Giving

Before you click that link or mail that check this season, consider these 10 ways to potentially maximize your charitable giving. Discuss your philanthropic values and goals with your family (or even friends) as a way to build a legacy. 50/30/20 Rule: 50% to support causes you're most passionate about, 30% to support causes you [...]

New Tax Bill Creates Opportunities for Business Owners: Succession Plans

Protecting value for future generations or philanthropy The 2017 nearly doubled the federal estate and gift tax exclusion amounts. $11.18 million per person; $22.36 million per married couple. The purpose of the exclusion is to allow wealth transfer to heirs without taxation. These new amounts along with significant valuation discounts on shares of privately held [...]

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