Thank you to WHSV-TV3 for covering Great Community Give!
Thank you to WHSV-TV3 for covering the story of the Great Community Give!
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Latest News
Summer legislative updates–and looking ahead to sunsetsAugust 9, 2022 - 1:27 pmSummer legislative updates–and looking ahead to sunsets Reconciliation legislation is back in play, and includes a few tax provisions (e.g., adding a corporate minimum tax and eliminating the carried interest tax break). Notably, though, the proposal includes $80 billion in budget increases for the Internal Revenue Service, which will help shore up the IRS’s expertise […]
- Generational giving through retirement plans, life insurance, and meaningful bequestsAugust 2, 2022 - 12:07 pm
Generational giving through retirement plans, life insurance, and meaningful bequests August is national Make a Will Month. You’ve likely already worked with your advisors to establish an estate plan, including a will and even a trust. Still, this is a good time of year to review your plan in case things have changed. As you […]
