
November - Client Check In
The IRA released the new max contribution limits for 2023.
The IRA released the new max contribution limits for 2023.
We’re recommending clients get their BDRs done as soon as possible for two reasons:
We’re excited to announce we’ve added another member to our team, Mark Durham. We asked Mark to write an introduction about himself. Here’s what he said:
The purpose of the bill is to raise tax revenue for President Biden’s economic and social policies, so how will it affect you?
Donor Advised Funds can help maximize the tax deduction on charitable donations
President Biden signed the $1.9 trillion American Rescue Act bill. One of the notable parts of the bill includes temporary enhancements to the Premium Tax Credit.
The past three weeks haven’t been fun. COVID-19 has impacted the stock market in a historical way. We can’t control the panic selling that is driving the markets down, however, we can control our response. And this swift drop in the market can actually present some opportunities.