To truly have influence in long underserved and under-resourced communities, though, clients must think about giving in their lifetime and beyond. This is a universal truth for anyone who is passionate about leaving the world a better place for future generations.
Celebrating National Financial Literacy Month
April is celebrated as the Financial Literacy Month. This started back in 2004, when the U.S. Congress designated April as National Financial Literacy Month. Over the years, many federal and state agencies, credit unions, schools, nonprofit organizations, and socially conscious businesses started participating in this initiative to raise awareness about the importance of financial literacy education in the United States.
Time Running Out on Special Charitable Giving Provisions
The holiday season always brings out the charitable inclinations in people, and this year will be no different. We may even see an increase in charitable giving due to provisions …
Are Health Savings Accounts (HSA) the Ultimate Health Care Insurance Plan?
The Health Savings Account (HSA) has been around for more than 15 years, yet it remains one of the best-kept secrets as a tax savings and medical expense reduction tool. …
IRS Grants Temporary Relief for Safe Harbor Plan Sponsors
For struggling 401(k) and 403(b) plan sponsors concerned about making mid-year safe-harbor contributions, new IRS guidance offers temporary relief. Typically, plan sponsors must meet specific regulatory requirements to reduce or …
Tax Strategies That Are Keeping Charitable Giving Alive
As expected, charitable giving by individuals began to wane after the Tax Cuts and Jobs Act (TCJA) increased the standard deduction for millions of taxpayers. While the strong economic growth …
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