The recently passed SECURE Act has made several changes to retirement plans, some of which could result in an increase in the amount...
Charitable Giving Strategies
Why Donating Appreciated Stock and Mutual Funds may be Great Tax Strategies
One of the best ways to give to charity is to donate securities like stocks or bonds that have appreciated since you bought them. In...
Charitable Giving Strategies, Family Wealth Planning
How Your Charitable Giving Priorities Can Impact Future Generations
Living a good life involves many things. Career, family, friends, and hobbies are part of the mosaic; so are spending your...
Charitable Giving Strategies, Firm News
Howard Hook is Teaching a Class on Charitable Giving Strategies at Princeton Adult School
For many people, donating to charity is writing a check or donating items to the causes they believe in. But what if there was a way...
Giving to Charity This Holiday Season? Why the New Tax Plan Changes Everything.
This article appeared on NJ.com. Read the full article here. The holiday season is prime time for charitable giving. Worthy causes...





