by John Sanderson, CPA, CIMA® | Dec 4, 2019 | Philanthropy, Tax Consulting
Using Qualified Charitable Distributions As the end of the year approaches, it becomes increasingly important to make financial decisions that will impact your tax return. One common question we receive from our clients is whether or not they should use their Required... 
by Tim Domino, CPA, CFP® | Jun 27, 2019 | Financial Planning, Philanthropy
The Tax Cuts and Jobs Act of 2017 has caused profound changes to the income tax landscape for individuals. One of the biggest disruptions has been the elimination, or limitation, of many of the itemized deductions that people have grown accustomed to in the past,... 
by Tim Domino, CPA, CFP® | Feb 5, 2019 | Philanthropy, Tax Consulting
For many of our clients, philanthropy and giving back is a cornerstone of their family’s foundational values and beliefs. Regardless of a person’s level of wealth, contributing time, money, and resources to a charitable cause near and dear to their heart can be...