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Most of us are gathering 2016 data and getting ready to prepare (or have someone else prepare) our 2016 income taxes. It is important to be mindful of federal legislation that impacts tax returns we’ll be filing soon.
Charitable institutions stand to benefit as the first wave of baby boomers reach the stage where they are able to make significant charitable gifts. If you're like many Americans, you may have also considered donating to charity. While writing a
Have you ever considered charitable giving as being sourced from two pockets of wealth?Doing so creates a perspective that can help guide giving decisions and even enhance the benefit provided to the receiving organizations. “Cash Flow” Pocket – We all
Domicile Your Trust Assets in Florida Whether you are a seasonal or permanent resident of Florida, or not at all, this tax friendly State does not impose income, estate, gift, intangibles, or generation skipping transfer (GST) taxes. Talk with us
The tax laws offer valuable opportunities to those who care to seek them out. For example, here’s how you might use a charitable gift to increase the amount of wealth you can transfer to your heirs. Taking advantage of this
According to the cliche, beauty is in the eye of the beholder. You may
think your collection of antique cars is worth millions. Your spouse
may think it's worthless. Yet, if you plan to donate your collection to
a charitable organization and want to claim a charitable contribution
deduction, you will need an objective and professional opinion. A
certified appraisal is essential.
72 South Main Street, Canandaigua NY 14424800.724.2621 | 585.394.4260