Personal Financial Planning Archive
The Clock is Ticking: 5 Reasons to Make Substantial Gifts Now vs. Later
Are you considering making a substantial gift? Here are five reasons to act sooner than later: 1. Lifetime Gift Tax Exemption is a… Read More
The Benefits of Converting Your IRA to a Roth in 2020
If you have ever been advised or tempted to convert your traditional IRA to a Roth, 2020 may finally be the year to make that move… Read More
Turning a Failed Investment into a Tax Benefit
Unfortunately, not all startup companies become the next Snowflake and turn into one of the largest IPOs in the history of the U.S… Read More
Tax-Smart Asset “Location” can Save Big Bucks
The last time you heard the phrase “location, location, location” was probably from your real estate agent when buying or selling… Read More
How a Donor’s Annual Minimum IRA Distribution can Help Your Organization Meet its Fundraising Goals
Did you know that donors aged 70 ½* years old or older can meet their annual minimum IRA distribution by making a gift to your org… Read More
Invest in a Qualified Opportunity Fund by End of Year for Maximum Tax Benefits
In order to enjoy the maximum potential tax benefits of a Qualified Opportunity Fund (QOF), you must invest in a QOF by December 3… Read More
Qualified Opportunity Zone Information and Year-End 2019 Reminders
Qualified Opportunity Zone (QOZ) investing has been a hot topic in the financial press this year. As 2019 draws to a close, we’ve… Read More
IRS Provides Much Needed Guidance to Individuals Making Recent Large Gifts
Through recent proposed regulations on November 20, 2018, the IRS has noted that, for individuals who took advantage of the increa… Read More
