Use It or Lose It…Maybe: Gift Planning Considerations in an Unpredictable Election Year
In a year rife with a global pandemic, intense social justice movements, tempestuous markets and dogged allegiance to party lines, the 2020 presidential
Financial Boot Camp Series: Is Your Estate in Proper Order?
Estate planning is the process of identifying one’s assets and providing clear instruction for who receives what assets, when they receive it, and
Financial Boot Camp Series: Financial Planning is Key to Maintaining Long-Term Balance for Retirement Planning
Recent financial markets have certainly been a roller coaster ride for investors, with the S&P 500 falling 30% in 22 trading days in March, subsequently
CARES ACT – impacts on Charitable Contribution Deductions
The CARES Act (hereinafter “the Act”) was enacted to provide emergency assistance in light of the 2020 Coronavirus pandemic. With this Act