ConnollySteeleNov 9, 20212 min readFeeling generous at year end? Strategies for donating to charity or gifting to loved onesAs we approach the holidays, many people plan to donate to their favorite charities or give money or assets to their loved ones. Here are...
-Sep 13, 20213 min readPlanning for year-end gifts with the gift tax annual exclusionAs we approach the holidays and the end of the year, many people may want to make gifts of cash or stock to their loved ones. By properly...