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2021 Year-End Charitable Giving

The end of the year is a very popular time to give to charities. There are many deserving organizations out there that could use your help, especially in light of the challenges we’ve all faced during the COVID pandemic. While your primary goal in giving to charity should be finding a cause that is important to you, there are many tax advantages to charitable giving that should also be considered. Some of these rules have changed in recent years, so we thought we’d highlight a few things you should be thinking about as you do your 2021 year-end giving.

Q3 2021 Market Commentary - What Scares You?

The third quarter saw weakness in US stock performance for the first time since the COVID crash, with large-cap stocks up less than 1%. After six straight quarters of positive returns, US small-cap stocks were down about 4% on the quarter. International stocks didn’t fare any better, with developed market stocks down just under 1% and emerging market stocks down 8%.

Build Back Better Act

It was only four years ago when the Tax Cuts and Jobs Act was passed, ushering in a host of tax cuts and new tax calculations. Since then we’ve seen the SECURE Act in 2019, the CARES Act when COVID hit in March 2020, and the Consolidated Appropriations Act at the end of 2020. Over the summer we told you about the proposed SECURE Act 2.0, which has broad bipartisan support but has yet to pass. On top of all this, we’ve known since the election last November that a major piece of tax legislation would eventually be proposed by the new administration.

Best Planning Ideas 2021

Since March 2020, when the world learned just how dangerous the COVID-19 virus could be, we have all been mostly in reactive mode. Offices and schools were closed so we learned to work from home while the kids learned remotely. The markets plummeted so we harvested tax losses and rebalanced portfolios. Tax deadlines changed and stimulus bills were passed, so we sorted through pages of new legislation to help our clients navigate the new rules. With significant potential changes looming in the tax and estate planning areas, now is the time to shift back into proactive mode. We might not know exactly what changes will be implemented, but it is critical to start thinking about how the proposals might impact you and what you will want to do to prepare.

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Climbing a 14er

We had the opportunity to spend a week in the Colorado Rockies earlier this month with our oldest daughter, Michelle, and her family. Being an avid hiker, she thought it would be “fun” to climb one of the 58 peaks in Colorado that rise above 14,000 feet, which hikers refer to as a “14er”. I’m always up for a challenge so I agreed to join her...

Secure Act 2.0

While the focus in Washington right now is on infrastructure and the American Families plan, there is another piece of legislation that has drawn much less attention, but which has significant bipartisan support in both the Senate and the House and is being dubbed the SECURE Act 2.0.