Generosity
Your IRA is a force for good
Over 42% of Americans own an IRA. In many cases, IRAs–especially for people who have rolled over one or more employer retirement plans–represent a significant portion of a household’s net worth. When it comes to charitable planning, your IRA may offer some of the best opportunities to support the causes…
Simple, Tax-Advantageous Charitable Giving
Are you ready to make a difference in our community while maximizing your tax savings? A donor advised fund is a simple, flexible, tax-advantageous tool for granting to your favorite nonprofit organizations and causes. By partnering with Greater Cincinnati Foundation (GCF), the leading community foundation in the region, as your…
Standard deduction planning: Avoid leaving dollars behind
One of many items on the legislative “watch list” is the standard deduction. In 2026 the standard deduction for individual taxpayers younger than age 65 is scheduled to drop from $14,600 to $8,300 without intervening legislation. While this may spell higher taxes for some taxpayers, the news could be positive…
Charitable Planning in a Shifting Tax Landscape
It’s an election year, which means you may have more questions than answers as you work with your advisors to build out your financial and estate plans. In particular, the looming sunset of key provisions of the Tax Cuts and Jobs Act (TCJA) of 2017 has created some uncertainty. For…