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Qualified Charitable Distributions: Are They Right for You?

by GPwebsiteV3! | Oct 26, 2018 | GP Articles, Tips

Many of our clients have enjoyed successful careers, saved wisely, and accumulated enough assets to retire comfortably.  Now these clients are near retirement, or have already retired, and are working with us to plan for how to live off these assets.  In many cases,...

Like-Kind Exchanges: Still Great – Just Not All They Once Were

by GPwebsiteV3! | Oct 19, 2018 | GP Articles, Tax Reform

Tax-deferred like-kind exchanges have been around for a long time – a very long time.  In more or less their present form (excepting a significant change mentioned below), they have been a part of the income tax world for over 60 years – but the concept and vehicle go...

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