Charitable Donations

Large or small, every donation counts towards doing good. Depending on either your financial situation and/or overall charitable inclination, you may have a

On 12/27/20, this act was signed into law which extends certain provisions that were passed back in March with the CARES Act (see our earlier blog). While the

Donor Advised Funds: How to Donate Tax-Efficiently

While the typical purpose of donating is for altruistic reasons, individuals can take advantage of

Charitably inclined individuals will find that their donations this year will gain additional tax benefits. The recently passed CARES Act established certain

The following post was written by my fellow advisor Rick Waechter of Old Peak Finance in Chapel Hill, NC. Thank you to Rick for alerting me to some of these