ConnollySteeleNov 25, 20222 minYear-end giving to charity or loved onesThe holiday season is here and many people plan to donate to their favorite charities or give money or assets to their loved ones before...
ConnollySteeleMay 3, 20222 minValuable gifts to charity may require an appraisalIf you donate valuable items to charity, you may be required to get an appraisal. The IRS requires donors and charitable organizations to...
ConnollySteeleJan 13, 20223 minHow will revised tax limits affect your 2022 taxes?While Congress didn’t pass the Build Back Better Act in 2021, there are still tax changes that may affect your tax situation for this...
ConnollySteeleNov 9, 20212 minFeeling 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...