With big changes in the markets and tax laws, this summer is a great time to reflect on the status of your estate and portfolio.

The Consolidated Appropriates Act extended the opportunity to deduct 100% of your AGI into 2021. While this is appealing for the charitably inclined, it may not be the most tax-efficient strategy for you. Make sure you consider the tax opportunities against your own goals.

2020 will certainly be remembered for many historical events. Here are 7 lessons that investors can learn from the year 2020.

How should you prep for 2021? Here's our guide for retirement, tax, and investment considerations as you consider 2020 year-end planning.

In the midst of recent events, the United States legislature has passed the CARES (Coronavirus, Aid, Relief and Economic Security) Act.

Are you finding yourself “stockpiling” your financial resources? A donor-advised fund empowers donors to give in the good times & bad.

The growth of donor-advised funds has been outpacing the growth of all other giving vehicles. Donor-advised funds, or DAFs, are 501(c)3’s designed to simplify charitable giving; allowing donors to stage out their giving while also optimizing their charitable deductions.

Tips for making the most of your philanthropy when giving to victims of Hurricane Harvey.

The proposed charitable deduction tax reform would reduce the percentage of American taxpayers who itemize and take the charitable deduction from 25% to 5%. This could cost the nonprofit sector billions in lost revenue.