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, hones in on the law’s effects on charities and estates. Some of the questions he will address are:
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.
Jim Bell is offering to address community nonprofit organizations in the San Francisco Bay Area 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.
Jim Bell, CFP®, President and Founder
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