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While the new law impacts individuals and the economy in a multitude of ways, in this webinar, Jim Bell, CFP®, Founder and Chief Investment Officer at Bell, will hone in on the law’s effects on charities and estates. Some of the questions he will address are:
• What effect will the new standard deduction have on charitable giving?
• How do qualified charitable distributions become even more important?
• How might estate tax changes influence charitable giving?
The talk should be of particular interest to all nonprofit professionals seeking to learn more about how the new tax law will impact individual donors, their supporters, and nonprofits in general.
Register at bit.ly
The 2018 tax season is now upon us, and with that comes tax documentation to assist you in filing your return. All official tax reporting information will come directly from Schwab. Please see below for timelines (varies by document type). 1099 – Paper Mailing For retirement accounts, you should have already received your Form 1099-R. …Read More