Month: October 2020

WP Newsletter – Nov 2020

October 28, 2020

Women’s Philanthropy Board Meeting | November 5, 2020 | 8:30 am  March of the Living global interfaith initiative to commemorate Kristallnacht: #LetThereBeLight | November 9, 2020 | All Day  A Post Election Analysis with Ed Miller, AIPAC National Deputy Political Director | November 12, 2020 | 7:00pm  Women’s Philanthropy Leadership Series Class of 2020 Graduation…

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LIFE & LEGACY Incredible 1st Year in Broward County

October 26, 2020

Local Jewish Organization Secures $15 Million in Endowment-Building Initiative Nationally, LIFE & LEGACY Program Tops $1 Billion Over 300 donors in the Broward Community have made personal commitments to provide future financial stability. These commitments totaling an anticipated $15 million are a part of a collaborative endowment building effort that includes 13 local Jewish organizations…

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Tax Tuesday – Z Wealth Solutions

October 20, 2020

The CARES Act and Its Impact on Individual Charitable DonationsMichael Zager | Founder and CEO, Z Wealth Solutions | www.zwealthsolutions.com The Coronavirus Aid, Relief and Economic Security (CARES) Act, passed earlier this year, aims to provide relief and resources for American individuals, families, and businesses during the economic crisis brought about by the global pandemic.…

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Nine Ways To Make The Most of Your Year-End Giving

October 16, 2020
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Tax Tuesday – Greenspoon Marder LLP

October 13, 2020

UPDATE OF THE SECURE ACTBy:   Alan B. CohnGreenspoon Marder LLP Congress passed the SECURE Act of 2019 on December 20, 2019, when President Trump signed it into law.  SECURE stands for Setting Every Community Up For Retirement Enhancement Act.  The focus of this short article is on changes to the post-death minimum distribution rules for…

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Tax Tuesday: Associated Financial

October 13, 2020

Roth IRA Conversions: Right for You? Since 2010, investors converting assets from a Traditional IRA to a Roth IRA are no longer limited by a $100,000 modified adjusted gross income cap. (Incidentally, the law in 2010 also allowed married individuals who file a separate tax return to convert – a provision not available in the…

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Tax Tuesday – EisnerAmper

October 8, 2020

On March 27, 2020, in response to the COVID-19 emergency, President Trump signed into law the Coronavirus Aid, Relief, and Economic Security Act (“CARES Act”) to provide emergency assistance and health care response for individuals, families, and businesses affected by the coronavirus pandemic. One provision of the CARES Act, which will impact the charitable giving…

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