Gifting Opportunities in a Low-Interest-Rate Environment

In early 2020, the Fed cut down their rate to zero to stimulate the economy. We have since learned this was far less effective to the overall market than planned, but individuals can still benefit significantly. An earlier post on charitable contributions discussed some new rules to increase donations for the tax year 2020. This article will dive further into attractive giving …

Changes to Charitable Contributions

The CARES Act was signed into law on March 27, 2020 and has already become infamous for rollout issues. However, there are two changes to charitable contribution rules to incentivize donating in 2020. This year is the most tax-effective charitable contributions have been since the Tax Cuts and Jobs Act was put in place. The first provision is a universal …