Nothing is impossible. The word itself says 'I'm possible'. -Audrey Hepburn Tis the Season for Tax-Friendly Giving Strategies You may donate money to charitable organizations throughout the year, for no other reason than your heart-felt desire to support causes that you care about. But … [Read more...]
Tax-Friendly Giving Strategies, Year-End Checklist, & Santa
Year-End Considerations
What Issues Should I Consider Before the End of the Year? Tracking numerous deadlines and avoiding missed planning opportunities can be challenging. To help ensure that you remain on track, we have a checklist that outlines 18 time-sensitive considerations to guide your end-of-year review and tee … [Read more...]
Tis the Season
...for Tax-Friendly Giving Strategies You may donate money to charitable organizations throughout the year, for no other reason than your heart-felt desire to support causes that you care about. But if philanthropy is important to you, keep in mind that the associated tax breaks could potentially … [Read more...]
Student Loan Repayment Delayed Again
...To Future Date in 2023 The Biden administration has announced another extension for repayment of federal student loans to an unspecified date in 2023 due to legal challenges that have blocked implementation of the student loan debt relief program. The previous payment moratorium was set to … [Read more...]
Year-End Tax Planning
The window of opportunity for many tax-saving moves closes on December 31, so it's important to evaluate your tax situation now, while there's still time to affect your bottom line for the 2022 tax year. Timing is everything Consider any opportunities you have to defer income to 2023. For example, … [Read more...]