Feb 1, 2021 | Charitable Giving
According to the Wall Street Journal, 2020 was a banner year for charitable giving. Much of this increase was Covid relief related as individuals found new and innovative ways to help. My experience with clients was similar as many saw a greater need and responded. I...
Jan 8, 2021 | Uncategorized
I believe that the challenge offered by 2020 has been the ability to adapt to a severely changing environment. I certainly don’t expect the world to stand still, but the events related to the pandemic was on few radar screens. I do recall that Bill Gates mentioned a...
Dec 1, 2020 | Charitable Giving
It is the time of year that our mailboxes and email accounts receive a large number of requests from charities. Part of the motivation, no doubt, is that the clock is ticking with respect to current year tax deductions. Also, many charities receive the bulk of their...
Nov 2, 2020 | Uncategorized
I recently had a Zoom call with a client couple. He is a lawyer and she is the local head of a national non-profit. Our client calls typically start by out asking about health, the family, and career highlights. In this Covid era environment, updates in these areas...
Oct 12, 2020 | Charitable Giving
Russell James, the well-known Texas Tech professor, is fond of saying that gift planning can do two things, lower taxes and trade a gift for income. Of course, there are many ways to accomplish this goal, but basically, gift planning should appeal to those individuals...
