5 min read
Charitable Contributions: The Difference Between Giving and Giving Strategically
Most people don’t think about charitable giving in tax terms.They think about the organization. The cause. The person...
Janet is a Senior Administrative Specialist with SSB. She provides administrative support and performs administrative duties, including processing client financial statements, business valuations and other client documents for final presentation. Janet oversees the maintenance and retention of electronic and physical client documents.
5 min read
Jun 24, 2026
Most people don’t think about charitable giving in tax terms.They think about the organization. The cause. The person...
6 min read
Jun 22, 2026
For 2026, the federal gift and estate tax exemption is $15 million. That's effectively $30 million for a married...