Juliet Maloff
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...
Hear from Madelyn H. Hornstein, CEO, Dermody, Burke & Brown, CPAs, LLC, on how she “pops the question.”
The Community Foundation recently distributed a new round of grants from its Black Equity & Excellence Fund. Grants from the fund support Black-led nonprofit organizations and projects that counteract systemic racism. Fourteen grants were distributed, totaling $248,000. ________________________________________________________________________________________________________
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.
Hear from J. Daniel Pluff, Financial Advisor, on how he “pops the question.”