Charitable giving is an opportunity to use your wealth to benefit others while providing you with tax benefits. If you’re searching for a way to reduce your tax bill and give back to the community, a donor-advised fund (DAF) or a private foundation (PF) may be worth considering.

Federal Reserve Chairman Jay Powell reiterated his warning that getting inflation under control will require some pain.

An initial public offering is the term used when a privately-held company offers stock to the public for the first time. IPOs are more common among newer companies, but slightly older privately-held companies may also decide to “go public”,

An ILIT is a trust primarily set up to hold one or more life insurance policies. The main purpose of an ILIT is to help reduce federal estate tax. If the trust is drafted and funded properly, your loved ones should receive all of your life insurance proceeds, undiminished by estate tax. One of the […]