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  Materials discussed is meant for informational purposes only, and it is not to be construed as investment, tax or legal advice. Please note that individual situations can vary. Therefore, this information should be relied upon when coordinated with individual professional advice.  

Materials discussed is meant for informational purposes only, and it is not to be construed as investment, tax or legal advice. Please note that individual situations can vary. Therefore, this information should be relied upon when coordinated with individual professional advice.

By Janelle Fumerola, CFP®, MBA – Regional Managing Director & Beth Williams, CAP® – Client Advisor Charitable giving can be a key component of an overall wealth management strategy for affluent individuals and families. Creating a comprehensive charitable giving strategy may help you donate cash and other assets to the non-profits you want to support in the most efficient

Materials discussed is meant for informational purposes only, and it is not to be construed as investment, tax or legal advice. Please note that individual situations can vary. Therefore, this information should be relied upon when coordinated with individual professional advice.

Don’t look now, but the deadline for filing your 2020 federal income tax return is right around the corner. This year, Tax Day will fall on the traditional date of April 15. Tax Day was pushed back by three months last year due to the coronavirus pandemic, but the IRS has not issued any extension

Materials discussed is meant for informational purposes only, and it is not to be construed as investment, tax or legal advice. Please note that individual situations can vary. Therefore, this information should be relied upon when coordinated with individual professional advice.

What’s in the COVID Relief Bill? On December 27, a new pandemic relief package— the Consolidated Appropriations Act of 2021 — was signed into law. Like the CARES Act that was passed last spring, this bill is designed to provide financial assistance for individuals and businesses that continue to be adversely affected by the coronavirus

By Janelle Fumerola, CFP®, MBARegional Managing Director The coronavirus pandemic has had a major impact on the finances of millions of Americans this year. This could make the process of year-end tax and financial planning especially challenging for many families. Here are a few areas to pay especially close attention to as you plan your

Materials discussed is meant for informational purposes only, and it is not to be construed as investment, tax or legal advice. Please note that individual situations can vary. Therefore, this information should be relied upon when coordinated with individual professional advice.