Good

Doing Good GIVES You a Tax Break! Part 3

Doing Good GIVES You a Tax Break is a three-part series. Learn how being charitable can improve your tax situation in retirement! Watch Part 3 on Donor Advised Funds below. If you haven’t already, watch part 1 on Qualified Charitable Distributions here. To learn about a unique strategy for reducing the tax bill watch part 2 of the webinar series here. You can also check

Giving Tuesday!

Today is Giving Tuesday!! As we continue to have gratitude and give thanks, we also recognize the important work of giving back to our local and world community. As part of Giving Tuesday, we want to share the following resources that may help you determine where to contribute for your charitable giving.   Taxpayers can