Archives: October 2021
Copper Leaf Financial’s Guide to Charitable Giving and New Fillable Worksheet are Now Available Online
Oct 27, 2021
Copper Leaf Financial, our affiliated and separately registered financial planning firm has published a workbook “Guide to Creating Your Charitable Giving Statement” which was created to act as a guide for their clients. The guide is used to assist them with organizing their charitable giving efforts and creating a plan for the future – a plan that includes intentional giving and consideration of strategies that are tax advantageous. Many of our clients are passionate and deeply generous donors, however most had taken a disorganized approach to their charitable giving efforts.
Oct 26, 2021
Financial decisions you make between now and the end of the year can have a significant effect on how much tax you have to pay next April. This is particularly true if you're saving for retirement, itemize deductions, or hold investments outside a retirement account.
Oct 21, 2021
For business owners, tax planning shouldn't be a once-per-year exercise when filing your taxes. With extensions, you may be able to delay filing your 2021 taxes until late 2022. However, many tax planning moves that can help lower your total taxes owed may need to be made before the end of the current year.
Oct 19, 2021
Trusts could play an important role as you plan for your family’s future, yet it’s surprising how little most people know about them. Whether you have an existing trust or maybe you are considering it for your situation- join us and discover everything you should know about them to make the best choice for your family.
Oct 14, 2021
Common Good VT has announced their October-December webinar partnerships! Don’t miss any of these upcoming training opportunities with their nonprofit serving partners!