Get Ready for Tax Season
This article includes a general checklist to guide you as you organize your income tax information.
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charity
Two Charitable Options to Give More Strategically in the New Year
Even though the past few years have been a challenge for everyone in very personal and different ways, one commonality we all share is that these unusual times have reminded us to cherish what we do have and review/revise our life priorities.
Strategic Giving Seminar
Watch our Strategic Giving Seminar by Parsec Partner Michael Ziemer and Foundation For The Carolinas Vice President Whitney Feld. Scroll down to watch the replay and/or view the presentation.
Watch other replays from our event: parsecfinancial.com/longevity-forum
Charitable Giving Tax Strategies
The 2017 Tax Cuts and Jobs Act materially changed charitable giving for many Americans by doubling the standard deduction and limiting available itemized deductions. Learn the three most notable changes and three strategies to help maximize charitable deduction contributions.
