Tax Planning

4 Financial Mistakes to Avoid this Spring

Amy Jordan — Tue, 02 Apr 2024 15:22:49 +0000

4 Financial Mistakes to Avoid this Spring Amy Jordan Tue, 04/02/2024 - 08:22

Retirement nearing? Do these 5 things first.

Amy Jordan — Tue, 19 Mar 2024 15:24:49 +0000

Retirement nearing? Do these 5 things first. Amy Jordan Tue, 03/19/2024 - 08:24

IRS Changes Inheritance Rules: Protecting Your Legacy

Amy Jordan — Fri, 08 Sep 2023 18:31:22 +0000

IRS Changes Inheritance Rules: Protecting Your Legacy Amy Jordan Fri, 09/08/2023 - 11:31

5 Year-End Tax Planning Opportunities

Amy Jordan — Thu, 23 Mar 2023 15:29:20 +0000

5 Year-End Tax Planning Opportunities Amy Jordan Thu, 03/23/2023 - 08:29

How To Better Connect With Your Favorite Charity

Amy Jordan — Wed, 22 Mar 2023 13:14:47 +0000

How To Better Connect With Your Favorite Charity Amy Jordan Wed, 03/22/2023 - 06:14

Organization Tips to Help Take Time off Taxes

Amy Jordan — Thu, 23 Feb 2023 15:45:38 +0000

Organization Tips to Help Take Time off Taxes Amy Jordan Thu, 02/23/2023 - 07:45

Tips for Professional Advisors who serve Business Owners - Info clients need to know about corporate giving programs

Amy Jordan — Wed, 22 Feb 2023 18:02:07 +0000

Tips for Professional Advisors who serve Business Owners - Info clients need to know about corporate giving programs Amy Jordan Wed, 02/22/2023 - 10:02

Keep These Tips In Mind As You or Your Client Plan For Year-End Giving

Amy Jordan — Wed, 07 Dec 2022 15:16:16 +0000

Keep These Tips In Mind As You or Your Client Plan For Year-End Giving Amy Jordan Wed, 12/07/2022 - 07:16

Be An Informed Donor

Amy Jordan — Thu, 01 Dec 2022 14:48:14 +0000

Be An Informed Donor Amy Jordan Thu, 12/01/2022 - 06:48

Year-End Giving: Time to be Creative

Amy Jordan — Thu, 17 Nov 2022 18:53:34 +0000

Year-End Giving: Time to be Creative Amy Jordan Thu, 11/17/2022 - 10:53