Charitable Donation Notes for 2020

Updates for Donors: CARES ACT The Coronavirus Aid, Relief, and Economic Security (CARES) Act creates two new tax benefits for donors to non-profits. One will mostly benefit low- and middle-income households. The other mostly will benefit a relative handful of high-income givers and may accelerate their donations to non-profits. Here’s what you need to know:…

SEC’s Decision Hinders the Transformation of Financial Advice

I saw very little news coverage this week on the Securities and Exchange Commission (SEC) approving a variety of changes on how investment professionals will be regulated. Instead, I saw more news about China trade, the potential for Federal Reserve action and other bits of economic data that are also important issues, but not directly…