First Carolina Wealth Blog
| 2023 Year-End Tax-Effective Giving |
Persistent inflation and high interest rates have driven up the costs of operating the charity of your choice. Taking an efficient, tax-smart approach to maximizing donor impact and benefit is of ultimate importance in 2023. In this article, John Slayton, Managing Director - First Carolina Wealth, offers a few smart considerations for your charitable giving.
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| A Day in the Life of a Corporate Fiduciary |
John Slayton, Managing Director - First Carolina Wealth, provides "a peek behind the fiduciary curtain at the workings of First Carolina Wealth."
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| 2019 Year-End Tax Considerations [ Part 3 ] | In our last two pieces we discussed the TCJA from the “Good” and the “Bad” aspects. Now we delve into the “Ugly” -- how we apply these disparate rule changes resulting from the TCJA in our year-end planning. Click Here To Read The Full Article. |
| 2019 Year-End Tax Considerations [ Part 2 ] | As promised last time, today we will discuss the flip side to last time’s tax benefits. Remember that most of these provisions “sunset” and go away in 2026. Click Here To Read The Full Article. |
| 2019 Year-End Tax Considerations [ Part 1 ] | To plan for 2019 year-end tax preparation, we must first revisit the passage of the Tax Cuts and Jobs Act (“TCJA”) on December 22, 2017, making significant changes for income and transfer taxes between 2018 and 2025 (when the changes sunset and reverse). TCJA was billed as the largest tax cut in history. While C corporations received a healthy rate cut, down to 21%, TCJA effects on individuals were significantly more mixed in nature. Many individuals shared the author’s experience of paying higher tax rates on similar income after applying the new provisions. Click Here To Read The Full Article. |
