Many folks have begun making progress with their year-end and holiday gifting. Just in case you’re typically one of those last minute shoppers with no idea...
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One of the common questions this time of year is “How much can I gift to family members without tax consequences”? It’s certainly a loaded question, and the
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By: John P. Napolitano, CFP®, CPA, PFS, MST
As summer settles in and families spend time together, many think about making gifts to charities or loved ones
By: John P. Napolitano, CFP®, CPA, PFS, MST
By now, most folks are finished with their year-end and holiday gifting. Just in case you’re one of the millions
By: John P. Napolitano, CFP®, CPA, PFS, MST
This time of year we all receive those same email, telephone or direct mail solicitations from a charitable