Donor Advised Funds Provide Tax Benefits

Donor Advised Funds Provide Tax Benefits

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If you would like to make a substantial tax-deductible charitable donation this year, but have the ability to spread the actual distribution of funds to specific charities over a number of years, a donor-advised fund (DAF) may fill that need.…

Legitimate Tax-Deductible Charity or Scam?

With the holiday season approaching, and with the great need for aid in the wake of the recent hurricanes and wildfires, you no doubt are being solicited for donations. However, do not be fooled by the scammers who come out from hiding whenever…

Year-end tax tips for charitable giving this holiday season

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Article by Jeff Brown | Featured on CNBC.com For most people, giving to charity is simply a matter of goodwill and generosity. But there are tax benefits, and they can be significant. Knowing how to get a tax deduction can allow you to give…
Precision Wealth Transfer With A CLAT - Isler NW

Precision Wealth Transfer With A CLAT

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Boston Consulting Group senior partner Ron L. Nicol approaches financial decisions with the thoroughness and precision demanded of the nuclear submarine officer he was for seven years after graduating from the Naval Academy. So believe him…