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Making the Most of Year-End Charitable Planning
Making the Most of Year-End Charitable Planning
November 30, by Judith GordonTraditionally, many individuals tend to think more about charitable giving in the 4th quarter of the year. Recognizing the financial challenges faced this year by not only individuals and businesses but also by nonprofit organizations, last March, th... continue reading
The Stretch Is Dead: Estate Planning Options for IRA Accounts Post-SECURE Act
The Stretch Is Dead: Estate Planning Options for IRA Accounts Post-SECURE Act
November 4, by Judith GordonPotential Changes to Gift and Estate Tax Laws in 2021 and Beyond
Potential Changes to Gift and Estate Tax Laws in 2021 and Beyond
November 4, by Shelby Stahr, CFP®3 Key Questions About the 2020 Presidential Election
3 Key Questions About the 2020 Presidential Election
October 27, by Michelle Soto, CFP®, CDFA™What the SECURE Act Means for Qualified Charitable Distributions
What the SECURE Act Means for Qualified Charitable Distributions
October 12, by Eric SousaHow Prop 19 Could Affect California Property Tax Exclusions
How Prop 19 Could Affect California Property Tax Exclusions
September 14, by Judith GordonFederal & California Tax Deadlines for Counties Affected by Wildfires