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Get ahead of the year-end rush
Get ahead of the year-end rush
Holidays and tax planning (although very different in the ways they are celebrated!) are both year-end traditions. No doubt you've got the holidays covered, and perhaps your advisors are already helping you make sure your tax planning is in place. It's a good...
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Forging New Paths
Forging New Paths
By Chris Miller, Communications & Community Investment Officer Born during the height of the Civil Rights Movement and named after the city at its very epicenter, it seems Selma Theresa Carter was all but destined to be a progressive and inspirational...
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Rethinking inherited IRAs
Rethinking inherited IRAs
As you build your estate plan and consider how to provide for your adult children, keep in mind that naming children as the beneficiary of an IRA or other qualified plan probably is not something that should be automatic. For starters, if you are charitably...
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Amplify Your Impact With a Gift of Life Insurance
Amplify Your Impact With a Gift of Life Insurance
It was a light-bulb moment the first time CBIZ Managing Director Naomi Ganoe learned about the benefits of gifting a life insurance policy to charity. As someone with a longtime passion for giving back to the causes she cares about, Naomi was drawn to the...
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Review your estate plan during National Make-A-Will month
Review your estate plan during National Make-A-Will month
Did you know that August is National Make-A-Will Month? Even if your estate planning documents are already in place, this is still a great time to review your will, trust, and beneficiary designations to ensure that they still capture your financial and...
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