Tag: business development

Donor Advised Funds

Give Generously For Charity Purpose

How is your investment portfolio doing?  Do you have appreciated stock that you want to sell?  Do you have plans to give to charities? There are many ways to express your thanks through giving.  The tax code provides one vehicle you may want to consider – Donor Advised Funds and the gift of appreciated stock.… Read more »

IRS Announces 2017 Cost of Living Adjustments

Cost of living adjustments

The IRS just announced the 2017 cost-of-living adjustments. There re numerous adjustments but some of the highlights are discussed below. The IRA contribution limits remain unchanged at $5,500 with the catch-up still at an additional $1,000, while the IRA phase-out for IRA contributions also climbed by $1,000 to $99,000 to $119,000 (married) and $62,000 to… Read more »