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Designating charities as a beneficiary of their retirement accounts is one strategy that can enhance their tax savings.
March 3 -
The sweeping retirement legislation, called the Secure Act, is gaining plenty of headlines. One revision is being overlooked.
February 13 -
“The advice I give is to calculate the financial impact for each option,” an expert says.
January 15 -
With astute maneuvering, advisors can add money to a clients’ college-fund kitty without jeopardizing financial aid.
January 2 -
Adjusting a federal income tax return depends on personal tax circumstances, “such as the materiality of the error,” an expert says.
December 17 -
To help individuals and businesses prepare for filing season, Grant Thornton has released a collection of year-end tax tips.
December 17 -
Clients who own a business may be eligible for a 20% deduction as a result of tax overhaul. For those who don’t qualify, there are other savvy strategies
December 9 -
Moving to a lower-tax state is more attractive than ever with the $10,000 cap on state tax deductions.
November 26PKF O'Connor Davies -
Economic factors like changes to the tax code are behind nearly a quarter of all recent giving, according to a new survey.
November 20 -
More than $37 billion flowed into tax-sheltered donor-advised funds in 2018, according to a new report.
November 13