Don’t Be an Easy Target This Holiday Season
How you can protect yourself from financial fraud.
The Joy of Giving Back to Community
Can generosity enhance your well-being?
2022 Year-End Tax Planning Reminders
Ways to take advantage of current conditions to make your real wealth work harder for you.
Giving Tuesday: Bunching Charitable Gifts
Using a donor-advised fund for tax-smart charitable giving.
Simplifying Philanthropy for Wealth Management Clients
For 25 years, the AMG Charitable Gift Foundation has helped wealth management clients simplify and integrate their philanthropy.
Philanthropy Can Be a Family Affair
Many people are discovering charitable giving is a great way to strengthen family bonds while teaching children and grandchildren about their family’s values and traditions. A number of our AMG clients have made philanthropy a family affair and are cultivating the next generation of donors and building their social awareness at the same time. Here…
Save Yourself Some Money with a Donor-Advised Fund
QUESTION: I just lost my state and local tax deductions in the recent tax reform, and I have no mortgage interest to deduct. Is there anything I can do to lower my taxes? ANSWER: The new tax law eliminates miscellaneous deductions, and limits state and local tax deductions to $10,000. This means married taxpayers without…