taxes

Year-End Tax Planning Opportunities

Year-End Tax Planning Opportunities

About one year ago, the Tax Cuts and Jobs Act (“TCJA”) of 2017 officially passed – creating significant change for many U.S. families.  This represents an update to my December 2017 article on tax reform and planning opportunities you should consider before December 31, 2018. Ready to nerd out with me?

5 Ways to Maximize Your Charitable Giving

5 Ways to Maximize Your Charitable Giving

Your motives for giving differ from mine, but you care deeply about using the gifts God has bestowed on you to benefit others through time, talent, or treasure.  In this article, I outline five ways to maximize your financial charitable contributions.

What Tax Reform Means for You

What Tax Reform Means for You

Major tax reform doesn't happen often.  After several negotiations in both the U.S. House and Senate, a final bill will be presented this week to President Trump, known as the Tax Cuts and Jobs Act of 2017.  Find out the practical implications of this major legislative change on your family's financial situation.