Category Gifts

Doubling Your Tax Break: Giving Appreciated Assets to PTA and PIE

[Note – this was written with Palo Alto CA public schools in mind, and specifically a pair of charitable organizations which help support those schools.  It applies just the same to any 501c3 charitable organizations, including similar organizations associated with other school systems as well as other types of charities altogether.] It’s annual appeal time […]

Year-End Deadlines

While we recommend planning and managing your finances all year long – this is a process, not a singular task – there are a few deadlines which come up at year-end which cannot be ignored.  Some of them represent potential missed opportunities, while at least one of them represents something that if you don’t do […]