Give Smarter Tax Smart Giving Strategies More

It’s tax time which means, among other things, household stress.  No matter how hard we try and no matter how well organized we might be . . . we never seem to be ready for filing our tax returns.  Truthfully, even if we added thirty minutes a day on Quicken to our morning devotions, by April 15th most of us would still have missing pieces.

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Bob Fry

In the world of charitable giving there are useful but challenging giving techniques, such as the pre-sale gift of closely held stock, and there are very difficult and tax compromised assets, such as stock options or restricted share units. With challenging techniques and assets, cash gifts can sometimes fix a mistake or be the only charitable giving option that actually makes sense – in both cases by adding the vanilla ice cream of cash to your charitable giving dinner party.

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Bob Fry

Urban Amish The Joy of Good Work

My goal, historically, has been to make enough money doing intellectual work that I don’t need to work with my hands. That way I can pay someone else to clean the house and mow the lawn so I can do things like go to the gym… for exercise. Except for the almost painful irony, there’s nothing…

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There’s a whole world out there where our Christian brothers and sisters are living lives closer to the first century church than to ours. They need our help and prayers, but we need their witness and example. One such family wrote to me recently. I’ve changed names and references, but the stories that illustrate the challenges…

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I’ve been re-reading Wendell Berry, a long-time writer, teacher, and local farmer in Henry County, Kentucky, who passionately believes in the importance of sustainable agriculture and healthy rural communities as an appropriate expression of a genuine Christian life. In his view…

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If I am honest, I rarely, if ever, think of myself as being near to God when I see my fellow solitary people. Rather, I’m far more likely to try and find a place even more isolated, such as the patio tables furthest from the coffee shop, where I can read my Bible and pray… undisturbed. How ironic that if I actually want to be near to God, it might be time to go and learn a few solitary people’s names.

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While they were working I had time to look over the garage and watch the men at work, all the while thinking about the highly networked, state of the art, computerized high school in New Jersey, with its out-of-date and unused industrial arts building. The garage was at least 40 years old, built of steel with a large, high, half-round tin roof…

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For Advisors Only More

On the face of it, the goal of giving away money and assets is completely at odds with the business goal of all good investment advisors, which is to increase their Assets under Management. (AUM). Managed assets are the life blood of investment advisory businesses. And as with all businesses, you either grow or die; there is no such thing as healthy stasis.

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Bryan Feller