Giving Voice Fall 2021: Point of View
For tax planning purposes, changes in residency status for snowbirds or those with dual residences can lead to additional scrutiny to determine a taxpayer’s “domicile” (permanent and principal home), but it needn’t mean severing all ties with the place they called home for much of...
Giving Voice Fall 2021: Giving Matters
Giving Voice Fall 2021: Grantee Story
Giving Voice Fall 2021: Cover Story
Giving Voice Fall 2021
“I realized that the people in this community were the same people who helped me build the business and become financially successful, therefore I knew I needed to give back to the community that helped me so much.”
Whether your clients are interested in making an immediate impact or planning to leave lasting gifts to charity and/or heirs, there are several strategies that make the IRA an ideal charitable giving vehicle.
Annual Report: 2021