Legacy IRA Act Q&A
Published: Feb 28th, 2023
The Legacy IRA Act provides a new charitable planning opportunity for donors age 70 ½ or older. Included in the Consolidated Appropriations Act of 2023, which became law in January, […]
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Top Five Planning Ideas for “Mid-Range” Donors Post-“The Tax Cuts and Jobs Act of 2017”
Published: Jan 19th, 2018
The “Tax Cuts and Jobs Act of 2017” (TCJA) is the most sweeping tax legislation since the Tax Reform Act of 1986. Consequent changes to the tax code have created […]