Retirement and Charitable Planning with the SECURE 2.0 Act
Retirement and Charitable Planning with the SECURE 2.0 Act By John L. Jenkins, AEP®, CFP®, CFF®, BPC Recently, the SECURE 2.0 Act was announced, which expanded Qualified Charitable Distributions (QCDs) allowing a one-time only QCD of up to $53,000 in 2024 (indexed for inflation) to a split-interest entity. Taxpayers age 70.5 or older can use […]
The Link Between Bonus Depreciation and Private Aircraft: Understanding the Tax Benefits
By Spencer Bloomer Sales Associate at JetTransactions, an industry leading Private Aviation Sales and Acquisitions Group For businesses that need to travel frequently or transport goods quickly, owning a private aircraft can be an attractive option. However, the cost of purchasing and maintaining a private aircraft can be substantial, which is why businesses should be […]
2022 Marks the 21st Anniversary of Long-Term Care Awareness Month
We recently came across an informative article on the importance of Long-Term Care that we wanted to share with you. Below are some of the key insights from the article and a link to learn more. “Americans are living longer: Let’s celebrate while planning for future healthcare needs This anniversary is notable because in these […]