This article originally appeared as a column for the Cleveland Jewish News. You may have heard the term “planned giving” before. Maybe you encountered it in fundraising materials for your favorite charity. Perhaps your estate lawyer or financial planner suggested it as an option for you, or you may have heard about it from a friend or colleague who has…
This article originally appeared as a column for the Cleveland Jewish News. Even though only a few weeks remain on the calendar, it’s not too late for a little planning to make the most of some tax breaks scheduled to expire at the end of 2013. Of course, Congress may extend some or all of these (assuming the government remains…
This article originally appeared as a column for the Cleveland Jewish News. Frequently, charitable donations are made as isolated, one-time events. Perhaps you are checking out at a store and opt to make a small cash donation to whichever organization is sponsored there. Or maybe you’ve left a bag of clothing or household goods on your front porch for a…
This article originally appeared as a column for the Cleveland Jewish News. Automatic tax hikes. Entitlement cuts. Elimination of deductions. Closure of loopholes. Fiscal cliff. With all this fiscal uncertainly, it is difficult to know best to prepare for 2012 tax filings – and beyond. You probably already are familiar with tax planning in regard to deductions. The bottom line…