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On May 22, 2018 Jim Bell, CFP®, President and Founder of Bell Investment Advisors, addressed members of the Oakland Chamber of Commerce regarding the new Tax Cuts and Jobs Act and its impacts on philanthropy. Over thirty members of the Chamber were in attendance, including representatives from notable local nonprofits. Jim guided attendees through the law’s effect on charities and estates and detailed how charitable giving might be influenced.
In addition, Jim offered to address community nonprofit organizations on this vital topic. If you are interested in having Jim speak to your board or group, please contact us at 510-433-1066 or firstname.lastname@example.org.
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