• 100 Books in 2020

    Hey friends! Thank you all for your encouragement and book recommendations as I’ve undertaken the largest reading goal of my life. If you recommended the book to me, thank you! Where I could, I put the name of the recommender in parenthesis behind the summary.

    Here are a couple of my reflections on the experience:

    Time: you can still find time to read.

    Don’t clean your plate: if a book sucks, leave it. The more you read, the better you get at identifying quickly whether the author has anything valuable to say.

    Balanced diet: I read from a more diverse set of authors and genres this year, and it was a good decision.

  • Yet Another Advantage of the Donor Advised Fund

    Sometimes our clients will get requests for charitable contributions towards the end of the tax year. This is understandable since historically charitable contributions have been tied to the tax year in which they occur. But sometimes this ends up putting our clients in a race against the IRS to “hurry up and give“ before the holidays, when a more measured approach would have enhanced both the effectiveness and enjoyment of the act of giving. This is where a donor advised fund can help.

  • Giving Appreciated Assests

    Do you remember that stock you bought in that brokerage account back in the 80s? Do you know how much capital gains tax you’re going to pay on it when you finally sell it? What if instead of paying tax on it, you got a tax deduction on it and allocated more of your social capital to charities than to the government? Welcome to the second in our series of charitable gifting strategies.

  • Donor Advised Funds

    So this month, we are going to focus our blog posts on the topic of giving. Checks and direct deposits to your favorite charitable causes have long been primary giving methods. This still works, and yet other tools have been created to help people give more strategically as well as generously.

  • Dates to Watch

    With a special nod to Ed Mills and Chris Meekins, policy analysts inside Raymond James Equity Research and their November 13th report, here are some key dates to keep an eye on coming up. Some with political implications, others with ramifications for legislation: