A Gift of Love and Vision: (Estate) Planning Your Legacy
Have you ever considered the power your legacy holds? Imagine a world where your love and vision continue to impact lives long after you’re gone. Estate planning, often shrouded in… Read More
FAQs: What Clients Ask About Charitable Giving at Tax Time
As we delve into the heart of the tax season, attorneys, accountants, and financial advisors are urging clients to prepare their documents for the 2023 tax returns and strategize for… Read More
Charitable Tips for the Golden Years
Qualified Charitable Deductions – “QCDs” – have been gaining popularity and inspiring an increasing number of retirees to look more deeply at their plans for charitable giving. It’s not too… Read More
IRS Numbers to know for 2024
With 2024 right around the corner, you are likely seeing information about the IRS thresholds that are subject to change each year. Have you thought about how each of these… Read More
Unleashing the Potential of the Athens Area Community Foundation: Donor- Advised Funds
Donor-advised funds have gained significant attention in recent times, and some of your clients might have already established such funds with commercial gift fund providers. As you navigate your clients’… Read More
Unlocking the Impact of the Consolidated Appropriations Act of 2023 (CAA)
On December 23, 2022, Congress passed the momentous Consolidated Appropriations Act of 2023 (CAA), a colossal $1.65 trillion-dollar omnibus spending bill that touched upon numerous sectors. The ink had barely… Read More