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Take Advantage of These Charitable Giving Perks Before They Expire

By:  Michael Allbee, CFP®, Senior Portfolio Manager Did you miss out on #GivingTuesday? You still have time to take advantage of two temporary perks for cash gifts to charities before they expire at year-end. The first perk for those that itemize deductions, allows 100% of cash gifts (including by check, credit card or debit card) to be deductible in 2021 (this also applied for 2020)....

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Tax Planning Webinar Replay: Understanding Biden’s Tax Proposals

In case you missed this week’s BFSG’s Fall Webinar Series, “Tax Planning: Understanding Biden’s Tax Proposals”, you can now watch the replay by clicking here. Our guest speaker Erica York, an economist with the Tax Foundation, reviewed the current Build Back Better tax proposals and we discussed tax strategies to help you reduce your taxes for 2021 and beyond. Visit BFSG University on YouTube to...

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Five Potential Tax Changes Under Biden

With a new president often comes new agendas and philosophical changes. This is especially true with the Democrats controlling the House and picking up important seats in the Senate. President Biden is expected to pitch his "Build Back Better" infrastructure plan on Thursday and how to fund the estimated $3 trillion price tag. Democrats will be forced to choose between budget reconciliation,...

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