Retirement Planning Financial Planning The Best Assets to Donate to Charitable Organizations by Kara Kessinger, CPA/PFS®, MTAX When donating to a charity, you may ask yourself: should I give cash, appreciated securities or make a Qualified Charitable ... Read more...
Regulatory Updates Retirement Planning How Will the SECURE Act Impact Your Retirement Planning? by Westray Veasey, J.D. The Setting Every Community Up for Retirement Enhancement Act (the “SECURE Act”), enacted on December 20, 2019, is landmark legislation ... Read more...
