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 if philanthropy is important to you, keep in mind that the associated tax breaks could potentially increase your ability to give. Read more here.
What Issues Should I Consider Before the End of the Year?
Tracking numerous year-end deadlines, and making sure planning opportunities are not missed, can be a challenge. To help ensure that you remain on track, we have a checklist that outlines 19 time-sensitive considerations to help guide your end-of-year review and identify any adjustments for the coming year. While the checklist can help identify many different opportunities to consider, we are always available to meet with you to discuss your financial goals and to narrow down what the best opportunities are for you. Check it out here.
Photo of the Week
Emily Petty and family getting in the holiday spirit with a recent Santa Claus visit at Cabela’s in Kansas City, KS.
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