Category Gifts
Tax Brackets, Limits, and Phaseouts
[Just a heads-up — this is mostly a placeholder for now — we are going to add more detail, including historic numbers so trends and changes are more clear. And there are some changes which won’t make sense without more context, such as when the standard deduction increased enormously due to the 2017 TCJA, but […]
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 […]
Meyers Wealth Management 