Cash Crunch: Gifting Non-Income Producing Assets
For clients who rely on fixed-income assets, such as bonds, as well as wages, to cover their living expenses, the inflation pinch indeed may mean fewer dollars available for charitable…
SECURE ACT 2.0 – Good News for QCDs
The Securing a Strong Retirement Act of 2022 (H.R. 2954), also known as the “Secure Act 2.0,” intended to expand and encourage retirement savings recently passed by an overwhelming vote…