Preparing for the Tax Cuts and Jobs Act Sunset at the End of 2025

1 year ago
Mark Shelby

While we haven’t yet said goodbye to 2023, it’s not too early to begin thinking about any tax changes that…

Donor-Advised Funds (DAF) Pros and Cons

Being able to give more to the causes you care about is a great financial motivator. Thankfully, this doesn’t just…

2 years ago

Charitable Giving Strategy: Qualified Charitable Distribution (QCD) – 2022

For many, making an impact is a major financial goal. There are causes they believe in, and they want to…

2 years ago

Your Guide To Health Savings Accounts In 2023

Health Savings Accounts (HSAs) are a powerful, tax-efficient way to save and pay for medical expenses. And in a country…

3 years ago

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