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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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Estate Taxes May Be Amended Soon Thumbnail

Estate Taxes May Be Amended Soon

Right now, Congress is considering a number of tax law changes, including an adjustment to current estate tax law to help pay for the Build Back Better Plan. This timely piece examines current estate taxes and cautions against any sudden estate changes in the near future.

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