Archive for financial planning


| May 18, 2012 | 0 Comments

We are now in the middle of a two-year window of an opportunity for you to transfer wealth to other individuals.  The three opportunities are as follows: Annual Exclusion Gifts – You can give up to $13,000 per year to as many people as you like.  The individual does NOT have to be a family […]

Opportunities for Public Charities

| September 1, 2011 | 0 Comments

Public charities such as churches can increase their assets over the long term by offering their congregation the opportunity to donate to the church and earn income at the same time. The public charity sets up a “pooled income fund.” The individual donates to the church (tax deduction for the taxpayer at the time the donation […]