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Top Five Planning Ideas for “Mid-Range” Donors Post-“The Tax Cuts and Jobs Act of 2017”

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 […]

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Q&A with Paul Caspersen with excerpts from his e-book The SECURE Act & Proposed Regulations: How to Plan Now

Jun 8th, 2022

Death, Taxes & Real Estate

May 19th, 2021

Collaboration is the Key to Success

Jan 19th, 2021

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