Tag Archives | giving
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‘Tis The Season! How I Give Back For The Holidays

One of the most powerful experiences of my undergraduate years was living with a family and studying in a university overseas. I perfected my language skills, got to see life from a different perspective, and segued into a post-grad career as a Foreign Service Officer working at Embassies abroad. (Not to mention filling in as […]

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uncle sam

Don’t Overpay The IRS When Making Charitable Gifts

The one thing people never want to do is overpay Uncle Sam when they file their taxes. Unfortunately, that’s easy to do if you’re reporting charitable gifts made from your IRA (that’s a technique called a QCD or Qualified Charitable Distribution). We have several clients who used this technique last year as a way to […]

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2018 xmas 3

Thank You For Sharing The Holiday Spirit!

A sincere “Thank You” to all the generous guests at our Holiday Party last Thursday who joined with us to celebrate the season, and brought toys to share with the kids at Boca’s Florence Fuller Child Development Centers. Your generosity and thoughtfulness will make the holidays a little brighter for many local children! We would also like to […]

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