Writing Tax Check

One day in 1969, a group got together to discuss financial planning and ultimately what such a profession could look like. This led to the creation of the International Association for Financial Planners (IAFP) as well as the College for Financial Planning and the Certified Financial Planner designation. Once the first group of...

Writing Tax Check

With the passage of the Protecting Americans from Tax Hikes (PATH) Act in 2015, Congress gave taxpayers (and their financial planners) the gift of certainty by making Qualified Charitable Distributions (QCD) a permanent provision for all years going forward and providing the opportunity to be more proactive around charitable, tax, and estate planning...