Relax a little (maybe?)

What’s off the table, what’s still in play, and what your charitable clients need to know now about tax reform   Late last month, the White House released a proposed $1.75 trillion revenue package, putting to rest (for now) some of the uncertainty as to […]

A Race to the Starting Line

Our society has long neglected Black and Brown communities, creating disparities and placing people in harm’s way.  Each day, I spend time examining the factors precluding the attainment of equality.  Whether intentional or unintentional, the financial system has historically discriminated against and marginalized diverse fund managers.  […]

Special giving opportunity expires 12/31/2021

Congress extended legislation through the end of this year to allow up to 100% of a taxpayer’s Adjusted Gross Income (AGI) to be deducted for CASH gifts to charities (excluding supporting organizations, private foundations and donor-advised funds).  This creates a special opportunity to accelerate one’s […]