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Library » 2021 Tax Filing Season Reminders
March 24, 2021 | Financial Planning
As tax season moves into full swing, we have several important reminders for taxpayers who are about to file their 2020 federal tax returns. 2020 was a year with many changes and challenges. While we did not see any major pieces of tax legislation passed, there were several temporary adjustments …
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All AudiencesFinancial Planning » The 2020 Elections And Your Financial Plan
October 01, 2020 | Financial Planning
The 2020 elections are a little more than a month away, and the outcomes in the ‘battleground states’ and Senate remain very much in doubt. Many polls show former Vice President Joe Biden with a narrow overall lead over President Trump, but, as we learned in 2016, election results are …
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Individuals
Financial Planning » Take Advantage of the Extended Tax Deadline
July 07, 2020 | Financial Planning
In response to the Coronavirus pandemic, on March 21, 2020, the Internal Revenue Service (IRS) automatically extended the federal income tax filing due date from April 15, 2020, to July 15, 2020. While talks fell short of extending the deadline past July 15th, the IRS urges taxpayers to request …
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Individuals
Spotlights » Getting Started With Estate Planning
March 26, 2019 | Estate Planning
Estate planning can be overwhelming. It involves complex topics and decisions that cause many people to put it off altogether. We will walk you through the basics of estate planning and provide resources that can help you develop your financial plan, including our popular guide to estate planning.
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Individuals
Insights for Non-Profits » Four Lessons Non‐Profits Can Learn From 2018
January 24, 2019 | Investment Themes
2018 was an eventful year from both an investment and fundraising perspective. Since the New Year is upon us, we thought we’d take this opportunity to reflect on the past year. Consider what these lessons might mean for your organization as we enter into 2019. 2019 Outlook for Non-Profits.-- …
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Non-Profits
Financial Planning » Qualified Charitable Distributions and the New Tax Law
March 13, 2018 | Tax Planning
The Tax Cuts and Jobs Act made sweeping changes to our tax laws when the bill was signed this past December. On January 1, the standard deduction – an amount that all tax filers can deduct from their income each tax year – was doubled to $12,000 for single filers and $24,000 for joint filers. The …
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IndividualsMarkets & Economy » Implications of Tax Reform on Fixed Income
March 01, 2018 | Market Commentary
The Tax Cuts and Jobs Act is having a notable impact across wide swaths of the economy, and the fixed income market is no different. The bill’s key achievement of lowering the corporate tax rate is certainly a favorable outcome for a number of businesses and their investors. Smaller tax …
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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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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-ProfitsMarkets & Economy » Tax Reform Implications
December 22, 2017 | Market Commentary
Congressional Republicans passed a sweeping overhaul of the U.S. tax code last week in what is the most significant change to tax policy in 31 years. The bill, titled The Tax Cuts and Jobs Act, was signed into law by President Trump this morning. One of the central goals of The Tax Cuts and …
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