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Is a Donor-Advised Fund Right for You?
Donor-advised funds (DAFs) have grown in popularity over the past decade. According to the National Philanthropic Trust 2019 Donor-Advised Fund Report, the sky-rocketing growth has led...
The SECURE Act: Key Takeaways and Strategies to Consider
Over the past few years, we have seen some of the greatest shifts in tax legislation. And just as the dust starts to settle on...
Tax Tips for Law Firms
Whether you're a partner or an associate in a law firm, the IRS has rules that apply specifically to you as well as several opportunities....
Tax Deductions from Land Donations Under Scrutiny
The IRS announced that they will be keeping a watchful eye on certain land donation deals that receive significant tax deductions. This pronouncement was disclosed...
IRS Establishes No Clawback Rule on Gifts and Estates
‘Tis the season for giving! In a recent announcement, the IRS presented the highly-anticipated final regulations on gift and estate tax exclusion amounts made between...
Team Member Spotlight
Congratulations to Ana Cook for completing the Insurance Academy Series with OneDigital! Ana wears many hats with the firm; and now her role as an...
How to Leave Your Digital Legacy
As we continue to expand our digital footprint, it is important to incorporate our digital lives into an estate plan so our digital legacy may...
Year-End Tax Planning for Individuals
As we closed out the 2018 tax filing season, we saw significant changes over the last year with most of the tax provisions in the...
Year-End Tax Planning for Businesses
The first year of filing under the new Tax Cuts and Jobs Act (TCJA) is in the books. With most of the provisions taking effect...
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