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Dangerous Curve Ahead: The Upcoming Sunset of TCJA Provisions

Driving is a beloved part of American culture, whether cruising in a classic car, enjoying the open air in a convertible, or heading down the highway on a road trip. Of course, no matter where they’re going, drivers should pay attention to the signs for information about the speed limit, the distance to the next …

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Charting a Course for Success: Navigating a Charitable Gift of a Business Interest

For ancient mariners, sailing across the Mediterranean to northern Egypt became more treacherous as they approached the coast. Homer noted in The Odyssey that the coast of Egypt consisted of a broad delta and endless deserts, with very few landmarks by which to navigate.[1] To help remedy this situation, Ptolemy, a general under Alexander the …

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Storm Chasers and SECURE 2.0

For most people, the threat of a tornado, hurricane, or other severe weather brings a sense of trepidation. These weather events are uncommon, unpredictable, and potentially dangerous, requiring people to take action and seek shelter to ensure their own protection. For storm chasers, however, a severe forecast is cause for excitement as they head directly …

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The Right Gift for the Right Time: Charitable Giving Options for Different Stages in Life

The audience is quiet in anticipation. The orchestra is seated and ready on the stage, waiting for the world-famous conductor to take the podium. Suddenly, a doorman from the lobby moves down the aisle, takes to the podium, and raises the conductor’s baton. The doorman’s musical experience consists of two accordion lessons in the second …

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Giving in an Uncertain Economy: The Strategic Tax Benefits of Charitable Giving

Antarctica is one of the most inhospitable places on Earth. It is covered by a sheet of ice and has recorded the world’s lowest temperature at -128.6 degrees Fahrenheit.[i] Yet its scientific importance is so great that in 1955, the U.S. Navy sent a group of Seabees (the Construction Battalion) to establish a naval station. …

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The Nuts and Bolts of Planning a Charitable Gift

The Super Bowl is the championship game of the NFL, but over the years, it has also become a cultural event approaching national holiday status. Companies paid attention as the number of sports fans viewing the game on television increased and those fans started inviting family and friends to watch with them. Suddenly, there was …

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New Resource: Pocket Tax Tables for 2021 and 2022

Tax planning and charitable giving go hand in hand. Sometimes, the issues are complex and require thoughtful analysis. Other times, you just need a straightforward answer or a helpful reference. For those latter situations, we have a timely guide for tax season: our Pocket Tax Tables—a concise compilation of tax numbers for 2021 and 2022. …

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Back to Basics: A Look at Charitable Organizations

“This is a football.” Imagine a professional coach telling his team—a team that almost won it all the year before—about the ball that was at the center of their professional lives. Crazy! Yet, this is exactly what the legendary Vince Lombardi did in his early years with the Green Bay Packers. Lombardi believed that to …

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Customizing for the Best Fit: Blended Gifts

“Were you born in a barn?” This reproach was traditionally leveled at someone who left a door or a window open or was guilty of some other inappropriate or negligent behavior. Thanks to the rise of barndominiums, however, this saying may soon lose some of its clout. Barndominiums are a social media sensation with those …

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Everyday Heroes: Preparation and Philanthropy in a Time of Pandemic

In June 1894, an ancient virus swept through Rutland County, Vermont, causing 18 deaths and 132 cases of paralysis.[i] This was America’s first large-scale outbreak of polio—a disease that didn’t reach its peak until 1952, with 57,628 illnesses and 3,145 deaths.[ii] While this terrifying epidemic caused widespread fear, researchers and physicians worked diligently to stop …

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