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Keep your eye on clients’ appreciated stock–alwaysSeptember 29, 2023 - 12:00 pmKeep your eye on clients’ appreciated stock–always Such a difference a year makes–maybe!? By August 2022, markets were down 12% for the year and inflation was up 8.3% year-over-year. Perhaps consequently, but then unknown, annual charitable giving was on its way to a rare (fourth time in 40 years) year-over year decline of some 4% […]
Relief from catch-up requirements: More money for charitable giving?September 25, 2023 - 11:00 amRelief from catch-up requirements: More money for charitable giving? Legislation known as SECURE 2.0 contained a dizzying array of changes to the laws governing retirement plans. Passed at the end of 2022, SECURE 2.0 is 130 pages long; overall, its purpose is to encourage more retirement savings through vehicles like employer-sponsored 401(k) plans. Lately, the […]
