For many Americans the new tax act, now known as TCJA 2017, means they will no longer itemize their tax deductions. While this may make...

….but the best kept secret in planning has only been around since 1969. Best kept secret? What do you mean? How about a strategy that...

One of the many ways to explore the charitable leanings of a client is to find out what they care about in the world. An easy entry into...