Before your business-owner client starts putting out feelers to potential acquirers, be sure to counsel your client about the benefits of contributing an ownership interest to a charitable organization, especially to a flexible donor-advised fund at the community foundation.
Among the changes enacted by the SECURE Act, which became law on December 20, 2019, is a provision eliminating the so-called stretch IRA.
Don’t miss out on the opportunity to inform your clients about a special provision in the Taxpayer Certainty and Disaster Tax Relief Act.
#GivingTuesday continues to grow in popularity. 2019 marked the eighth annual event, raising an estimated $511 million online.
As you counsel your nonprofit organization clients and individual clients who are board members of charities, it is important to stay on top of changes in the tax laws that pertain to exempt organizations.
YouthBridge Community Foundation featured in the December issue of Chesterfield Lifestyle Magazine. Download Article
YouthBridge was a proud sponsor of the Greater St. Louis Financial Symposium on April 25, 2019. The conference brought together a quality mix of financial professionals who shared “too many good ideas to list”.
If your annual giving is typically less than the standard deduction set out in last year’s Tax Cuts and Jobs Act, consider “bunching” the amount you would give over two years into one larger gift this year and make that gift to a donor-advised fund.
You own your own business — wonderful! But what will happen when it’s time to retire? Do you plan to sell? Hope your children will carry on the family business?
When planning financial affairs, most people are primarily interested in how they can improve their quality of life. They want to be able to live comfortably, to take care of their family, and to “make a difference.”