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Charitable

    Gifting Tax Rules

    Charitable MyPersonalCFO -
    A long-time, highly effective estate planning tool is gifting which takes several forms, the Annual Exclusion, the Unified Credit, and the Generation Skipping Transfer...

    Giving More to Charity and Reducing Your Taxes

    Charitable MyPersonalCFO -
    Americans give more than $557 billion to charity every year. Without a doubt, we are a caring and compassionate people. But whether you itemize...
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    Charitable Giving Strategies

    Charitable Bob Williams -
    Philanthropy is a prime component of American life. Whether it is inherent in our DNA or a practice taught...

    Year-End Financial Checklist

    Charitable Bob Williams -
    The end of the year is a great time to think about what’s coming up and reviewing your financial...

    Charitable Giving Strategies You Can Still Use In 2024

    Charitable Bob Williams -
    It’s near the end of the year and you’re calculating how much you’ll have to pay the IRS when...

    Charitable Giving Strategies

    Charitable Bob Williams -
    Philanthropy is a prime component of American life. Whether it is inherent in our DNA or a practice taught...

    Second Harvest Food Bank of Middle Tennessee

    Charitable Erin Jester -
    When Second Harvest Food Bank of Middle Tennessee opened its doors in 1978, its founders were hoping to solve...

    Jimmy Buffett—He had a Plan

    Charitable Bob Williams -
    Say “Margaritaville”—and you just know. You know it’s always 5 o’clock somewhere. You know that come Monday, it’ll be...
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