We live in a time when charitable strategies can often create more burden than freedom. In counter-intuitive fashion, Bob and Bryan talk about the power of simplicity as a core Christian virtue and as it relates to charitable giving. A charitable remainder trust, for example,......
As we come to the end of the year (thank goodness!), we hope that generosity is at the forefront of your mind. For many people who have wealth in the stock market, 2020 has not been a bad year at all. In fact, if you......
Before every miracle Jesus performs in the new testament, he gives thanks to the Father. The sequence of giving thanks and then performing a miracle seems counterintuitive to us, but it emphasizes the place that gratitude has in Jesus’ teaching. Gratitude comes first. In this episode of......
In the last episode of the Bob & Bryan Show, we may have overstated the Doomsday headline a tad. Taxes and governmental monetary policies deserve a little levity; we have taken the spoon full of sugar approach to teaching and informing you about how to do the......
Dear Friends, As you’ll see, we have a lot of fun in our video referring to possible estate tax changes as a Doomsday Event! The good news is that those with charitable hearts have some really wonderful planning options. Since the opportunity to use those......
The CARES Act, passed by Congress in 2020 introduced some charitable giving provisions that change the game for generous families. In all likelihood, these strategies will not be available after 2021. In this episode, Bob and Bryan discuss 7 1/2 charitable giving strategies made possible......
For many generous givers, the charitable tax provisions introduced by the Cares Act for the 2020 tax year are a game-changer. In this year only, givers are able to deduct 100% of their Adjusted Gross Income (AGI). At face value, this may seem less than......
If you are a generous giver and have executive compensation in the form of stock options restricted share units, this short webinar will show you how you can gift these to ministries without federal income tax – but only in the 2020 tax year....
In previous tax years, folks over 70.5 could gift their required minimum distributions (RMDs) from their IRAs to ministries. It’s a simple but effective strategy that avoids unnecessary income and funds ministry at the same time. This year things have changed....
Normally short-term capital gains don’t provide any tax-efficient charitable opportunities, but in 2021 they do! In this episode, Bob and Bryan review a remarkable year of investing and talk about the opportunities for giving short-term capital gains under the provisions in the CARES Act. Don’t......