3 Popular College Savings Accounts for Parents
When investing in your child’s future, it is important to consider the tax implications, your goals, your child’s goals and your family values.
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Financial Impact
Are you looking for ways to make your charitable giving have a bigger financial impact? Or maybe you’re interested in impact investing, but don’t know where to start. In either case, you’ve come to the right place. This blog post will give you an overview of both charitable giving and impact investing, as well as some resources to help you get started. So read on to learn more!
The Power of Charitable Remainder Trusts (CRTs) in High-Interest Rate Environments
Discover how CRTs offer tax advantages, efficient wealth transfer, and greater philanthropic impact, particularly in high-interest rate environments.
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How to Give a Scholarship and Get a Tax Write-Off
Discover how to give a scholarship and get a tax write-off. Learn the benefits of scholarships and understand the tax implications.
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3 Practical Ways to Care for Widows and Orphans
What does the Bible say about taking care of widows and orphans? James 1:27 summarizes it well – “Religion that God our Father accepts as pure and faultless is this: to look after orphans and widows in their distress and to keep oneself from being polluted by the world.” This verse emphasizes the importance of
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Nonprofit Compliance Checklist: 21 Things You Need to Know
Navigating nonprofit compliance can be complex, with numerous federal and state requirements that organizations must meet to maintain their legal and financial standing. But fear not! We’ve got you covered with a comprehensive list of resources to help your nonprofit thrive while staying compliant with legal and accounting obligations. Let’s dive in and empower your
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Is Infinite Banking a Scam?
Infinite banking has caused some serious division among financial influencers. While some proclaim it is a key tool to grow generational wealth, others call it a scam. Who’s right? Let’s take a look at a few important factors before we take sides! ___________________ Key takeaways: Understand infinite banking. Understand the type of insurance policy required
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7 Things to Know About Term and Permanent Life Insurance
Not sure if term or permanent life insurance is right for you? We’ll break down the 7 key things to know about these two types of insurance to help you make your decision. Let’s dive into the details! ___________________ KEY TAKEAWAYS: Term insurance is temporary. Permanent costs more, but is designed to last forever. There
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Should You Claim Your Tithes as a Tax Deduction?
You can deduct tithes on your tax return, but should you? Here is a CPA’s perspective on taking a charitable deduction for tithes.
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Bruce’s Beach: Lessons in Black Generational Wealth
After a long, hard-fought, public campaign to return Bruce’s Beach to its rightful owners, many of us were shocked when we learned the owners plan to sell their newly acquired property back to LA County. It seemed that decades of effort had been in vain. When it comes to generational wealth, isn’t selling Grandma’s house
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Investing with a Roth IRA: Benefits, Rules and More
A Roth IRA is one of the most powerful investment accounts an investor can own. If done properly, all growth from your investments can be withdrawn completely tax-free in retirement
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