Taxes
Seven Key Mistakes Wealthy People Make
Sometimes we hear of those with wealth and it’s hard to imagine them making a mistake. But Simone Foxman of Bloomberg surveyed family…
3 Big Giving Opportunities and 1 Big Challenge with the New Tax Law
People continue to make sense of the new tax law. What are the opportunities and challenges particularly as it relates to charitable…
Don’t Make This Giving Mistake
I’ll never forget the frantic phone call I received one year ago on December 31st. A donor had sold some assets during…
Friends Don’t Let Friends Sell Businesses
I speak often on the subject of giving and taxes. Probably more than 2 years ago, I spoke to some ministry leaders…
The #1 Mistake Made When Selling A Business
Scott (not his real name) came up to me at an event recently. He was excited when he told me somewhat breathlessly,…
Year-End Tax Strategy—Give Away Your Business—Part II
In my last blog, I wrote about how some business owners are dramatically increasing their giving. They are doing so by giving…
Year End Tax Strategy—Give Away Your Business—Part I
As we approach year end (can you believe it is only eight weeks away?), we are in the season where business owners…
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