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Tax reformX

Dana Vosburgh, CFP®

Managing Director, Advisory Services

Financial Planning » What Individuals and Business Owners Need to Know about the Tax Cuts and Jobs Act

January 29, 2018 | Tax Planning

When the formal tax reform process began during the second half of 2017 - and even back in 2016 when President Trump campaigned on the importance of tax reform - key goals were to simplify the tax code, eliminate certain unpopular taxes, reduce taxes for the middle class, and significantly reduce …

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All Audiences

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Tax reform family wealth management investment strategy tax planning taxes Tax Cuts and Jobs Act

James Ebenhoch

Endowment/Foundation Consultant

Insights for Non-Profits » Tax Reform’s Impact on Non-Profits, Endowments, and Foundations

January 26, 2018 | Tax Planning

The uncertainty surrounding tax reform in 2017 left many non-profits trying to gauge the impact it would have on charitable giving. With The Tax Cuts and Job Acts passed in late 2017, there is now more clarity on how non-profits, endowments, and foundations will need to adjust fundraising …

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Non-Profits

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Tax reform fundraising non-profits taxes tax planning Tax Cuts and Jobs Act giving donors donations

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