I recently met with some clients to discuss annual tax planning and the topic of charitable contributions came up. These clients have a real heart for giving, and throughout the years, have been extremely generous with their time and dollars. Currently, they are...
The Markets – U.S. equities ended the month of October up just a bit with a monthly gain of 2.12% as measured by the S&P 500 Index. Year-to-date, the S&P 500 is positive 14.92%. Washington – We anxiously await the proposed “biggest U.S. tax overhaul in...
