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Statue of Liberty

Celebrate Memorial Day by Honoring the Fallen Military

Memorial Day is the official start of the summer season and usually includes a barbecue and the opening of the swimming pool! But the main celebration of Memorial Day is to take time to remember those who gave the ultimate sacrifice in defense of our nation while serving in the military. And there are some charities that work hard all […]

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Photo of Girl Scout cookie boxes

Try Donor Advised Funds instead of a Private Foundation

It is every man’s obligation to put back into the world at least the equivalent of what he takes out of it   Albert Einstein If this is your belief and you have contemplated starting a private foundation to be able to control how the money is spent, then this post will hopefully expose you […]

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Statue of Liberty

Celebrate Memorial Day by Honoring the Fallen Military

Memorial Day is the official start of the summer season and usually includes a barbecue and the opening of the swimming pool! We are all looking forward to warm weather. But the main celebration of Memorial Day is to take time to remember those who gave the ultimate sacrifice in defense of our nation while serving in the military. And […]

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photo of several doctors and nurses

The Giving Season: Donating to Your Favorite Charity

During the month of December, many people look to donate to their favorite charity.  There are many wonderful foundations that need support to operate throughout the year and most receive their largest contributions during the month of December, before the end of the tax year.  It is a good time to review your own finances […]

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Photo of Girl Scout cookie boxes

Try Donor Advised Funds instead of a Private Foundation

It is every man’s obligation to put back into the world at least the equivalent of what he takes out of it   Albert Einstein If this is your belief and you have contemplated starting a private foundation to be able to control how the money is spent, then this post will hopefully expose you […]

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Pole with wooden signs with the words peace, happy, smile

Listen up Charitably Inclined Elders (over age 71)

As we all go through the provisions of the American Taxpayer Relief Act of 2012 (the Fiscal Cliff legislation), one beneficial provision was the extension of the IRA charitable rollover provisions through December 31, 2013.   The IRA Charitable Rollover, which was first enacted in 2006, is now extended through 2013. The provision allows individuals, aged 70½ and older, to […]

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Tax

4 Ideas for Tax Planning – 2012

With the 2011 tax season now in the rear view mirror for most of us, we suggest that we can turn our attention to something more meaningful, such as ensuring that we take advantage of tax planning opportunities in 2012. But how can we make meaningful planning decisions this year when we are not sure […]

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A Retired Nun

The Remarkable Sisters

Last week, I was able to attend a fundraiser for the Sisters of Charity – Halifax at the beautiful Union League Club in midtown Manhattan.  As I and my family have been long-term supporters of the Sisters, it was nice to get together with other supporters as they continue to fund-raise for the housing renovation […]

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