Strategic Philanthropy
November 8, 2018
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.
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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February 19, 2019
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, […]
April 1, 2020
Now that tax time is here, you’re probably starting to load everything into your tax preparation software or send documents to your CPA. There are many tax documents mailed to you or available online, but what about some of the items that are tougher to keep track of? Here are 5 helpful reminders for items […]
December 26, 2017
In the spirit of the holiday season, I thought I’d recap my favorite and most thoughtful Working Wealthy insights gathered from 2017. I’m fortunate in that each year I get to speak with hundreds of clients, prospects, colleagues and other professionals who often share interesting anecdotes and ideas about how to advance one’s financial independence. […]