Charitable

20 IRA Mistakes

Charitable MyPersonalCFO -
Hey! It’s just an IRA. What is there to know? You put money in and it’s a tax deduction, you get to take it...

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...
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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...

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...
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