Newsletters

Tax savings on charitable donations of appreciated stock over cash

Posted September 2019

If you are planning to make a relatively substantial contribution to a charity, college, etc., you should consider donating appreciated stock from your investment portfolio instead of cash. Your tax benefits from the donation can be increased and the organization will be just as happy to receive the stock.

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Cloud Computing: Handle with Care

Posted September 2019

As workforces become increasingly mobile, more and more businesses are taking advantage of cloud-based technology to help their employees manage information more effectively and cost-efficiently. The benefits of cloud computing are substantial, but it is also important to recognize the risks and take steps to mitigate them.

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Pastor Appreciation Day – Are your “love offerings” taxable income to your pastors?

Posted September 2019

October is Clergy Appreciation month, with the second Sunday of October denoted as Pastor Appreciation Day (for 2019, Pastor Appreciation Day is October 13th).  This provides many church congregations the opportunity to show their appreciation to their pastors with financial gifts such as cash, often known as “love offerings.” Should the pastors treat these benefits as nontaxable gifts or taxable compensation?

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