by Robert F. Sharpe, Jr. A look at how four couples may be impacted by the Tax Cuts and Jobs Act of 2017. Now that the dust is settling from December’s major tax overhaul, it’s time to start getting a better fix on who was negatively impacted, who was relatively unaffected and who benefits from …Read More

Last December, Congress enacted the Tax Cuts and Jobs Act of 2017, ushering in the most far-reaching changes in the federal tax code in more than 30 years. The provisions of the new tax law will affect virtually every American in some way. What the law did and didn’t do… In addition to rate cuts, a …Read More

By Barlow Mann Understanding why people make charitable gifts is an important part of the gift development process. Americans are traditionally among the most generous people in the world, and 2017 was no exception. This past December saw a surge of charitable gifts that is likely to propel total philanthropic giving to an all-time high. …Read More