Attorney Spotlight: Tim Davis

In what area of law do you practice and why did you choose this? Estate Planning/Trusts and Estates What did you want to be when you grew up? The world was my oyster. I was more sure of what I did not want to do – farming – just too hard of a lifestyle. When […]

Charitable Giving Under the Tax Cut & Jobs Act – 2018

Obtaining a charitable deduction under the TCJA will be more difficult to achieve for many taxpayers. According to one reliable estimate only about 18 million households will itemize, down from 46.5 million households in 2017. One must itemize deductions to get income tax relief and under the Tax Act the bar has been raised by […]

Better to give now (2010) vs. Making charitable contributions later (2011)

Call me a law nerd if you want, but I spend a lot of time thinking about legal strategies. I know my clients will thank me for it. Here’s something advisors need to consider: Taken from a tax standpoint, would your high-networth clients be better off making large charitable contributions in 2010 or 2011? Two […]