Traditional IRAs are among the most heavily taxed assets for retirees because withdrawals are generally treated as ordinary income, often pushing retirees into higher tax brackets when they begin taking … Continued
News
Tax Law Changes & Tips for 2025 Year-End
Limits in 2026: Under the One Big Beautiful Bill Act (OBBBA), limits on charitable deductions will tighten beginning in 2026. That means some clients may want to “front-load” or “bunch” … Continued
Healthy Hub Initiative
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End of the Year Giving Reminders
End-of-the-Year Giving Reminders As the end of 2025 approaches, remember these helpful tips to benefit your tax situation as well as your favorite charitable cause: –A donor-advised fund to organize annual giving … Continued
It’s National Estate Planning Week!
National Estate Planning Week: Planning Today. Giving Forever. This week is National Estate Planning Week, a time to reflect on how thoughtful planning can protect your loved ones, honor your … Continued
DeSoto County Dream Center Launches DC Healthy Hub Program to Improve Community Health
DeSoto County Dream Center Launches DC Healthy Hub Program to Improve Community Health DeSoto County, MS — September 2025– The DeSoto County Dream Center has launched its DC Healthy Hub … Continued
Donor Story: John and Robin Cocke of Clarksdale, MS
John and Robin Cocke are long-time champions of Northwest Mississippi, giving generously from their hometown of Clarksdale. Their philanthropic spirit and commitment to community impact have made them treasured friends … Continued