Why donor-advised funds are worth a second look

It goes without saying that 2020 has been a year unlike any other, which makes relying on your trusted business and tax adviser for year-end tax planning even more important. We have offered 10 year-end tax strategies that you can take advantage of now, but there is one in particular that we want to discuss […]

Can you deduct charitable gifts on your tax return?

Many taxpayers make charitable gifts — because they’re generous and they want to save money on their federal tax bills. But with the tax law changes that went into effect a couple years ago and the many rules that apply to charitable deductions, you may no longer get a tax break for your generosity. Are […]

Six things to remember when donating to charity

Whether it’s sponsoring an event, contributing to a worthy organization or donating items to a charity, many people give throughout the year. But, there are several things to remember when it comes to tax time. First, in order to claim a charitable deduction on your tax return, you must do two things: Have a bank […]