How to Use the Community Foundation to Benefit Your Clients
Significant giving opportunities often arise when charitably minded clients make major business, personal and financial decisions. While the North Texas Community Foundation does not practice law or offer tax advice, we can work with you to develop the best charitable solutions for your clients. Following are some typical situations where a call to the Community […]
New Tax Act: Estate Tax Impact
Written by Marvin Blum, Founder of The Blum Firm, P.C. Here’s the bottom line: The estate tax is here to stay. Efforts to repeal the estate tax failed. Here’s what did pass: For an eight year window, the estate tax exemption doubles to $11.2 million. However, that provision sunsets on December 31, 2025, and the […]
Your Choice: Taxes or Charity?
Written by Cindy Hanes and Larry Autrey Published in Fort Worth Business Press on November 27, 2017 DOWNLOAD ARTICLE Every year at about this time, articles appear in various publications regarding year-end tax planning. These typically focus on reducing your tax burden by shifting income between tax years, increasing retirement plan contributions, harvesting investment losses […]
