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Giving Gifts: Big, Small in Ann Arbor …Or Not at All
December 14th, 2012
Everyone is talking about the importance of making big gifts in 2012, but the critical question for many, is how much can you realistically afford to gift without jeopardizing your own financial security? How much can you afford to gift…
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A Worthy Year for Giving in Ann Arbor
December 11th, 2012
As the tax year draws to a close and the holidays evoke feelings of goodwill, nonprofits count on getting the lion's share of donations during this crucial fourth quarter. While unemployment stats in recent months have been better than expected,…
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A Worthy Year for Giving in Ann Arbor
December 4th, 2012
A Worthy Year for Giving As the tax year draws to a close and the holidays evoke feelings of goodwill, nonprofits count on getting the lion's share of donations during this crucial fourth quarter. While unemployment stats in recent months have b…
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Ann Arbor Annual Gift Exclusion Gets a Friendly Bump
November 9th, 2012
Individuals can generally receive up to $13,000 a year as a gift without getting hit by a federal gift tax. In 2013, as a result of cumulative indexing, this amount is projected to increase to $14,000 per person. Sometimes it’s the little things, a…
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To Give or Not To Give (In 2012)
November 8th, 2012
Hurry up and wait – that's what some financial advisers are telling their clients as an uncertain tax environment makes it tough to plan charitable giving in 2012. With 2013 almost upon us and only two short months of 2012 to go, now is th…
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Ann Arbor - Are Your Charitable IRA Donations Coming Back in Time for 2012?
October 25th, 2012
Many experts are betting that Congress will revive a popular tax provision that allows those ages 70½ or older to save on taxes while donating assets in their individual retirement accounts to charity. But if you intend to give money to charity this…
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Making a Charitable Donation in Ann Arbor - Big Charitable Decisions
October 17th, 2012
What surprised us most in our Forbes Insights study was something that also emerged among attendees at the Summit: not just the scope and scale of the wealth they plan to disburse, but how quickly they plan to do so. When it comes to charitable givin…
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