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Bridging the Gap

Between industry news and personal experience.

Your 2021 Guide to Year-End Charitable Giving Thumbnail

Your 2021 Guide to Year-End Charitable Giving

Whatever your reason for giving this year, it’s important to know how your charitable contributions can impact your financial plan. In fact, being strategic and intentional in your 2021 contributions can create tax benefits for both you and your chosen charity.

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2022 Contribution Limits Thumbnail

2022 Contribution Limits

Preparing for retirement just got a little more financial wiggle room. This week, the Internal Revenue Service (I.R.S.) announced new contribution limits for 2022. A look at the new limits.

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Are Capital Gains Taxes Changing? Thumbnail

Are Capital Gains Taxes Changing?

There are a lot of questions about President Biden’s Build Back Better plan and potential tax law changes, including an adjustment to capital gains taxes. Many ideas are being considered as legislators look for ways to raise revenue to help pay for the Build Back Better plan.

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