Spring into Generosity – Charitable Giving & Gifting in 2025
The days grow longer and gardens blossom, as the season of spring brings a sense of rejuvenation, and for many, a time of generosity. Whether it is supporting a local non-profit that is dear to your heart or financially helping loved ones, spring is an excellent time to revisit tax planning strategies aimed at charitable […]
Tis the Season for Tax Savings
With the holidays right around the corner and the year winding down, it’s easy to get caught up in holiday shopping, get-togethers, and last-minute plans. Many taxpayers also find themselves scrambling to take advantage of last-minute tax saving opportunities before the new year. The good news is that there are still several strategies you can […]
Better Than To Receive
The Victoria Bach Festival recently concluded its 49th season, marking another year of exceptional music. As the current President of this enduring organization, I am filled with pride as we prepare for our 50th season next year—a milestone that coincides with my 10th year on the board. Contributing to a cause greater than oneself is […]
Financial Stewardship
Easter is one of my favorite holidays, perhaps even more than Christmas. The resurrection story brings me so much hope and refreshes my convictions each year. One such conviction is financial stewardship. Matthew 6:24 tells us, “No one can serve two masters, for either he will hate the one and love the other, or he […]
One CPA’s Thoughts on Charitable Giving
I always think of my parents when I think about charitable giving or serving for that matter. My parents were generous people that encouraged us to think in terms of becoming generous adults. “You will never miss the money that you give to the church,” Dad used to say. Not sure that is an original […]
Intentional Giving is Heartfelt
As the season of giving is upon us, let us remember that the best gifts are those given from the heart. Gifts always mean so much more when they are given intentionally. My husband and I have three small children. It only took a few years of parenting for us to realize that new toys […]