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Understanding Charitable Giving Through Donor-Advised Funds

Tax-filing time is upon us with a host of new rules, including the ones governing charitable giving. No matter how the 2017 Tax Cuts and Jobs Act (TCJA) may alter your tax planning, we’d like to believe one thing will remain the same: With or without a tax write-off, many Americans will still want to give generously to the charities of their choice. After all, financial incentives aren’t usually your main motivation for giving. We give to support the causes we cherish. We give because we’re grateful for the good fortune we’ve enjoyed.

That said, a tax break can feel good too, and it may help you give more than you otherwise could. Enter the donor-advised fund (DAF) as a potential tool for continuing to give meaningfully and tax-efficiently under the new tax law.

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Six Steps for Financial Well Being in 2019

Written by Brian Puckett, CFP®, CPA/PFS, Attorney at Law.

Are you ready to get a jump on 2019? Here are six financial best practices for the year ahead. Pick a few of them or take on the entire list. Either way, you’ll be that much further ahead.

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Global Diversification Is Key in Volatile Times

Written by Brian Puckett, CFP®, CPA/PFS, Attorney at Law.

Stock market volatility has been a dominant headline in recent weeks, particularly as technology stocks have tumbled. Needless to say, we all strongly prefer the market’s upswings to its downturns. But there is no moment like the present to underscore the perennial value of building – and maintaining – a globally diversified investment portfolio for achieving your greatest financial goals.

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Immunizing Yourself Against Financial Scams and Identity Theft

Written by Brian Puckett, CFP®, CPA/PFS, Attorney at Law.

No one is immune from financial scams and identity theft slams. Whether you are young or old, wealthy or poor, or transacting business in person or online, you have be aware that bad guys are out there, devising new tricks for every fraud we fix.

Who are they? Financial fraudsters are after your assets, while identity thieves are out to steal your personal information – which they may then use to commit financial fraud.

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Getting a Handle on the New Charitable Giving Rules

Written by Brian Puckett, CFP®, CPA/PFS, Attorney at Law.

As we move toward the final quarter of 2018, it’s a good time to consider how the 2017 Tax Cuts and Jobs Act (TCJA) will impact your current and future tax plans. One of the frequently asked questions we’ve been fielding is on charitable giving: How can you keep giving, and get a little back on your taxes? Following are four practical possibilities to consider for charitable giving under the TCJA rules.