Our 2023 Tax Reference Sheet is Now Available
Our 2023 Tax Reference Sheet is now available. This resource is being provided to allow you quick access to tax-related data points that may impact you over the 2023 tax year.
It’s Your Money…Who Decides How Your Charitable $$ Will Be Spent?
When you give $100 to your favorite charity, you are probably not overly concerned about how your donation is spent, as long as it advances the mission of the charity. On the other hand, if you are making a large donation, it is more likely that you have specific goals in mind, whether to fund a particular program or support another endeavor. This desire to specify exactly where your donation dollars will go may jeopardize your ability to claim an income tax deduction. Therefore, proper planning is essential.
New Partners Announced at TFO Family Office Partners
Over the past 10 years, we have been committed to providing our client families with exceptional service and care while helping them connect their wealth and purpose. To help fulfill that promise, our talented team has built a culture that celebrates each colleague’s unique attributes, fosters teamwork, and embraces our core values.
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