Charitable Giving
What is a Private Foundation?
Private foundations (PF) are a type of nonprofit organization that requires careful consideration when it comes to taxes. Navigating the tax rules associated with [...]
Read more What is a Private Foundation?
How to Manage A Stock Windfall
According to a recent report by Cerulli Associates, a vast transfer of wealth is poised to occur in the US over the next 25 years. Approximately $68 trillion will [...]
Read more How to Manage A Stock Windfall
2021: Year-End Considerations
As 2021 draws to a close, now is the time to tie up any loose ends and set yourself up for a successful 2022. Much of the suggestions in this post are just that; [...]
Read more 2021: Year-End Considerations
Recent posts
-
Market Update: It’s Lonely Out There
July 21, 2023 -
Optimizing Your Social Security
July 19, 2023 -
College Costs Keep Rising
July 9, 2023 -
What is a Private Foundation?
June 16, 2023 -
Are You Ready for an IRS Audit?
May 11, 2023 -
Surprise, Surprise: Stocks, Bonds and Gold Rise
April 10, 2023
