Rush Copley Medical Center
Ron and Jan Hem  

Decades-Long History at RUSH Copley Leads to Generous Gift

Ron and Jan Hem have proudly included RUSH Copley in their estate plans.

Read more


A couple in their kitchen  

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.

Read more


A couple on a bike  

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.

Read more


Two doctors  

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.

Read more


A couple smiling  

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.

Read more


Thumbnail of the guide, 7 Smart Strategies for Year-End Tax Planning and Charitable Giving in 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:

  • Tax law changes that may affect your estate planning
  • Tips to take advantage of tax deductions available to you
  • Three tax-efficient ways to make a charitable gift using your IRA
  • Smart tactics to plan for possible changes in the estate tax

Request Now


Contact Us Icon Contact us today!
Email us or call us at
(630) 978-4946.

Copyright © Pentera, Inc. All rights reserved.