Author archives: Scott Clark

Qualified Charitable Distributions – A Win-Win for Those 70-1/2 or Older with IRAs

Charitable Giving, Taxes

Qualified Charitable Distributions – A Win-Win for Those 70-1/2 or Older with IRAs

by on March 27, 2018

Toward the end of 2017 Congress gave American taxpayers an early Christmas present called the Tax Cuts and Jobs Act (TCJA).  Whether or not this economic stimulus has lasting positive effects remains to be seen, but one thing is for certain in the short run. If you are 70-1/2 or...
Continue Reading »

Qualified Charitable Distributions – A Win-Win for Those 70-1/2 or Older with IRAs

by on March 27, 2018

Toward the end of 2017 Congress gave American taxpayers an early Christmas present called the Tax Cuts and Jobs Act (TCJA).  Whether or not this economic stimulus has lasting positive effects remains to be seen, but one thing is for certain in the short run. If you are 70-1/2 or...
Continue Reading »


Qualified Charitable Distributions – A Win-Win for Those 70-1/2 or Older with IRAs
How Should You Title Your Home?

Estate Planning

How Should You Title Your Home?

by on Sept. 1, 2017

Your home is one of your most valuable assets, and yet, chances are you’ve never even asked this important question, much less pursued an answer. Perhaps you’ve assumed that as long as the deed to your home is titled in your name, all is well. Maybe, maybe not. Like most...
Continue Reading »

How Should You Title Your Home?

by on Sept. 1, 2017

Your home is one of your most valuable assets, and yet, chances are you’ve never even asked this important question, much less pursued an answer. Perhaps you’ve assumed that as long as the deed to your home is titled in your name, all is well. Maybe, maybe not. Like most...
Continue Reading »


How Should You Title Your Home?
How the 1% Reduces Taxes, Retains Wealth, and Still Gives to Charity

Charitable Giving, Comprehensive Financial Planning, Beneficiary Designations, Taxes

How the 1% Reduces Taxes, Retains Wealth, and Still Gives to Charity

by on May 15, 2015

A charitable lead trust (CLT) is not for the faint of heart or weak of wallet. In fact, it is most suitable for those who are among the top 1% of America in terms of income ($350,000+) and net worth ($5 million+). If that describes you, then the rewards of...
Continue Reading »

How the 1% Reduces Taxes, Retains Wealth, and Still Gives to Charity

by on May 15, 2015

A charitable lead trust (CLT) is not for the faint of heart or weak of wallet. In fact, it is most suitable for those who are among the top 1% of America in terms of income ($350,000+) and net worth ($5 million+). If that describes you, then the rewards of...
Continue Reading »


How the 1% Reduces Taxes, Retains Wealth, and Still Gives to Charity
Giving complex assets that keep giving

Charitable Giving, Taxes

Giving complex assets that keep giving

by on Jan. 12, 2015

In a previous article posted on June 11, 2014, I explained the many benefits of charitable giving to, and through, a donor-advised fund (DAF), which is held by a charity specifically tasked with oversight of DAFs. One of those benefits is the ability of a donor-advised fund to receive gifts...
Continue Reading »

Giving complex assets that keep giving

by on Jan. 12, 2015

In a previous article posted on June 11, 2014, I explained the many benefits of charitable giving to, and through, a donor-advised fund (DAF), which is held by a charity specifically tasked with oversight of DAFs. One of those benefits is the ability of a donor-advised fund to receive gifts...
Continue Reading »


Giving complex assets that keep giving
Planned giving begins with planned spending

Budgeting, Charitable Giving

Planned giving begins with planned spending

by on Oct. 6, 2014

Did you know there are only five possible ways to spend your money? Everything you spend can be itemized into five categories: taxes, debt, lifestyle, saving for the future, and giving. If your goal is to "spend" more of your limited resources on giving, then first take a step...
Continue Reading »

Planned giving begins with planned spending

by on Oct. 6, 2014

Did you know there are only five possible ways to spend your money? Everything you spend can be itemized into five categories: taxes, debt, lifestyle, saving for the future, and giving. If your goal is to "spend" more of your limited resources on giving, then first take a step...
Continue Reading »


Planned giving begins with planned spending
Avoiding the underpayment income tax penalty

Taxes

Avoiding the underpayment income tax penalty

by on Aug. 18, 2014

When it comes to paying taxes, I have observed that most of our clients are truly thankful to have income with which to pay taxes. After all, paying taxes implies that they have been blessed with enough income to warrant being taxed. On the other hand, as thankful as our...
Continue Reading »

Avoiding the underpayment income tax penalty

by on Aug. 18, 2014

When it comes to paying taxes, I have observed that most of our clients are truly thankful to have income with which to pay taxes. After all, paying taxes implies that they have been blessed with enough income to warrant being taxed. On the other hand, as thankful as our...
Continue Reading »


Avoiding the underpayment income tax penalty
Do you need to simplify your charitable giving?

Charitable Giving

Do you need to simplify your charitable giving?

by on June 11, 2014

Whether you are still in the accumulation phase or are in the preservation phase of your retirement years, charitable giving can be a rewarding practice throughout your life. As Winston Churchill said, "We make a living by what we get but we make a life by what we give." However,...
Continue Reading »

Do you need to simplify your charitable giving?

by on June 11, 2014

Whether you are still in the accumulation phase or are in the preservation phase of your retirement years, charitable giving can be a rewarding practice throughout your life. As Winston Churchill said, "We make a living by what we get but we make a life by what we give." However,...
Continue Reading »


Do you need to simplify your charitable giving?