Opportunities for 2025 It’s more important than ever to stay informed about how changes in the tax law may affect your charitable giving. The recently-passed One Big Beautiful Bill Act (OBBBA) creates challenges as well as opportunities for structuring your...
A Creative, and Strategic, Tool for Legacy Giving After a 33-year career as a CPA for Ernst & Young that spanned St. Louis, Cleveland, and Dallas, Gary and his wife Bettye retired to Mt. Crested Butte. They came for the skiing, hiking, and biking, and they have...
Ways to Give Strategically As part of the CARES Act, Congress expanded the opportunity to claim deductions for charitable giving in 2021, but those special rules don’t apply to the 2022 tax year. However, there are still a variety of ways to maximize the tax benefits...
