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Charitable Giving

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Year-End Tax Planning – Strategies to Save

The Tax Cuts and Jobs Act of 2017 (TCJA) put into place new tax legislation for Americans, officially taking effect for the 2018 tax year.  The full effect of the changes was not felt by most individuals and families until they filed their returns in April of this year. If proactively planned for, below are […]

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News

InvestmentNews awards BDF 2019 Best Places to Work for Financial Advisers

Balasa Dinverno Foltz LLC has been recognized as a 2019 Best Places to Work for Financial Advisers as announced by InvestmentNews April 1, 2019. BDF was chosen as one of this year’s top-75 based on employer and employee surveys delving into everything from company culture, benefits, career paths and more. InvestmentNews partnered with Best Companies Group, an independent research […]

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Blog

5 Important Things to Know for Your 2018 Taxes

With tax time finally here, you’re probably starting to load everything into your tax preparation software or send documents to your CPA.  Below are a few items that may be tougher to keep track of during the year but are certainly important pieces of information to pass along to your tax preparer. 529 Contributions/Distributions – […]

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New Year, New Tax Law for Divorcing Individuals

As we get settled into 2019, we’re faced with fresh changes to the tax code, brought about by the Tax Cuts and Jobs Act (TCJA) of 2017. One of the biggest changes that became effective as of January 1 is how alimony is treated in divorces finalized in 2019 and beyond. Before January 1, 2019, […]

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Blog

The Gift that Keeps Giving – Year-End Charitable Gifting

Hard working, well compensated, and generous are words we use to describe our insurance producer clients.  These characteristics all lead to year-end tax planning opportunities around charitable giving. We recently completed year-end tax planning for an insurance producer (we will call him Mike) who works for a publicly traded agency. Mike and his wife Mary […]

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Resource

Strategic Philanthropy

Philanthropy begins at home nurturing family values that foster a generous next generation. Strategic Philanthropy helps you plan proactively and efficiently where your dollars are going.

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Blog

Outlasting Your Life – Defining Your Legacy

If you stop for a minute and think about the future – what will outlast your life? How will your legacy be defined? The last few posts I have discussed issues (love and loss) that are much more focused on the current than the future. Legacy is a concept, for many, that is not often […]

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Blog

Working Wealthy – Unlucky or Unprepared?

This January that peculiar little light lit up on my dashboard and, sure enough, my driver’s side rear tire was flat. Fortunately, when this happened I was only blocks away from a gas station. I was in luck! The gas station had an air pump (and it was working), but that’s where the good news […]

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