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...
Donna is SSB’s Technology Team Director. She ensures the security of the firm and clients’ information through safe technology practices. She researches and secures cutting edge technology products that enable the firm to operate efficiently and progressively and stays current with technology issues unique to the accounting profession. Donna manages, trains and assists team members with the use of technology through all aspects of the firm operations.
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...