Giving Back During the COVID-19 Pandemic PDS Planning established PDS CARES, a charitable fund with The Columbus Foundation, in 2015 as a way to give back to our community. PDS CARES and PDS Planning employees have given over $4,000 to COVID-19 related efforts including donations to Ronald McDonald House Charities of Central Ohio, the TCF…
Are you still trying to finalize your charitable giving for the year? Is it even more confusing when you are not sure how the new tax legislation might impact the deductibility of your gift? There is no question the new tax legislation will impact how you might treat your charitable gifts this year. For…
Economic and Investment News Bits In the last 50 years, the S&P 500 has experienced declines of at least 10% on 25 occasions, roughly every 24 months on average. The most recent of the 25 declines occurred on February 11, 2016, or 19 months ago. Americans gave $390 billion to charity in 2016. Giving from…
It’s that time of year again, the time when we all work hard, get our last minute shopping done, attend countless social events and prepare ourselves for another New Year right around the corner. Before you finish up 2014 though, take a moment to consider some year-end tax planning ideas. Roth IRA Conversion It’s a…
