I hope 2023 has gone well for you thus far. I would like to share a few important tips for getting your tax and personal financial planning in shape throughout the year. Federal income tax brackets are rising. Federal income tax rates fall into seven tax brackets...
Traditionally established at community foundations for individual and family giving to selected charities, donor advised funds (DAFs) are rising in popularity. Tax changes that doubled the previous standard deduction through 2025 mean that DAFs are more tax...
