Decades-Long History at RUSH Copley Leads to Generous Gift
Ron and Jan Hem have proudly included RUSH Copley in their estate plans.
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3 Strategies You Need to Know for 2023 Year-End Tax and Charitable Gift Planning
An important activity that receives little attention amid the hustle and bustle of the holiday season is diligently reviewing your financial situation to minimize your taxes and make a gift that matters to you.
Impact of Inflation on Tax Brackets and the Standard Deduction
The standard deduction has increased by $900 for a single taxpayer and $1,800 for a married couple filing jointly.
Qualified Charitable Distributions
Commonly known as an “IRA charitable rollover,” a qualified charitable distribution, or QCD, can be made from a Roth or traditional IRA.
SECURE 2.0 and Its Impact on Your Year-End Planning
At the end of 2022, the president signed into law the Consolidated Appropriations Act of 2023.
Request Our Complimentary Guide: 7 Smart Strategies for Year-End Tax Planning and Charitable Giving in 2023
This free guide shares tax and charitable giving strategies to help with your year-end planning and discusses: