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Making Qualified Charitable Distributions (QCDs) From Your IRA? Don’t Drop The Ball On Tax Reporting

Making charitable gifts from your IRA is a truly tax-smart idea for many people 70½ and over. Each year, we work with an ever-growing number of clients making charitable gifts from their IRA so they can maximize their tax savings, reduce their taxable income, and of course support their favorite charities. There’s just one thing […]

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$6 Billion And Counting: MacKenzie Scott Rewrites The Rules Of Big Dollar Giving

We all know that wealthy people can and do give more money to charity than the rest of us, but MacKenzie Scott – the former wife of Amazon founder Jeff Bezos – is rewriting the rules about big dollar giving. Here’s what she just did that made the charitable world sit up and take notice. […]

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Holiday Giving: The Gift Of Education for Hanukkah

For many people, the holidays are all about giving. So we were thrilled when one of our clients called last week to ask us to help her make special gifts from her account to her five grandchildren’s college 529 accounts for Hanukkah. You probably know that parents or grandparents can gift up to $15,000 per […]

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Impact 100 Palm Beach County Kicks Off Grant Season for 2020-2021

Does your favorite nonprofit group sponsor worthy projects in southern Palm Beach County? Here’s a way you can help them do even more to support the community. Impact 100 Palm Beach County is kicking off its grant season for 2020-2021. Several local charities can qualify for funding to support even more high-impact, worthwhile projects in […]

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Follow Your Values: Tackling Gender, Diversity & Executive Pay Through Your Investments

If you think socially responsible investing is just about hugging trees, think again. Socially responsible investing has evolved. Now often called ESG, sustainable, or impact investing (ESG stands for environmental, social and governance), socially-aware investing has moved far beyond its early roots. While ESG investing often does spotlight traditional environmental issues like climate change, fossil fuels, and renewable […]

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Broward Women’s Alliance Helps Local Women Reach Their Higher Education Dreams

Congratulations to the five South Florida women who each won $1,000 college scholarships last week from the Broward Women’s Alliance! Each scholar was selected after displaying remarkable academic achievement, extra-curricular participation and community service. This is the 23rd consecutive year the awards have been given to local women who need support to advance their professional goals […]

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Animal Lovers Achieve A Pet-Friendly “First” In Palm Beach County

  There may be a silver lining to the “stay-at-home” directives in South Florida. Members of the community turned out in droves to foster or adopt needy pets from local shelters, so they could share some together-time with a loving pet companion at home. For the first time ever, Palm Beach County Animal Care and […]

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Happy Earth Day 2020

April 22 is Earth Day. As we celebrate Earth Day, consider whether the time has come for you to incorporate sustainable investing principles into your portfolio. Almost half of all investors are interested in sustainable investing. Recent research suggests investors do not necessarily need to sacrifice returns when they make investments in portfolios that prioritize […]

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What’s The Best Way To Give To Charity?

Many of our clients like to make gifts to charity. But what’s the best way to do so given all the recent changes in tax rules? The Journal of Financial Planning just published a research paper comparing some of the top options, like gifting assets that have gone up in value, giving directly from your […]

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Thanks Again For Helping Us Collect Toys For The Florence Fuller Center!

Every year at our holiday party, we collect toys to give to the kids at the Florence Fuller Child Development Center in Boca Raton. The Florence Fuller Center provides quality daycare, early education and family support programs for needy children. So many of you generously brought toys to share with children in the community, which we delivered to […]

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