Discover how donor-advised funds offer a flexible, tax-smart way to simplify and amplify your charitable giving—without the hassle of a private foundation.
Bitcoin and other cryptocurrencies are receiving intense media coverage, prompting many investors to wonder whether these new types of electronic money deserve a place in their portfolios.
Bitcoin and related cryptocurrencies are the subject of much debate and fascination. Given bitcoin’s dramatic price changes, it is not surprising that many are speculating about its possible role in a portfolio.
Year-end 2025 brings planning opportunities under OBBBA. See how you may want to time deductions, gifts, and income before December 31 and the potential shifts in 2026.
Are Roth conversions the best choice? Discover why converting your traditional IRA might not always be ideal, with insights on tax timing, future income, and strategic alternatives.
Discover smart year-end tax-planning strategies, from tax-loss harvesting and charitable giving to IRA conversions, to potentially lower your 2024 tax bill.
Are you ready to create a lasting impact you can witness today? Discover ways to build a living legacy through philanthropy, family support, and community investment.
