SFG Insights

News and information to help improve your Four Capitals
the approach
Investment Management

What is a Private Investment?

What is a Private Investment? A private investment, also commonly referred to as an alternative investment, is a financial asset outside public market assets such as stocks, bonds, and cash. Qualified investors often access private investments through an investment fund. Examples of private investment fund sectors include private credit, real estate, natural resources, private equity,

By Schultz Financial Group Inc.
March 25, 2022
Tax Planning

Qualified Charitable Distributions

A Qualified Charitable Distribution (QCD) is a helpful tax-planning tool for those who are charitably inclined. It is a charitable donation from an Individual Retirement Account (IRA).

By Alyssa Dalbey
January 27, 2022
Charitable Giving

Charitable Giving: Cash vs Property

Taxpayers can make charitable gifts using cash or property. Examples of property commonly donated to charities includes appreciated stock and other marketable securities. The type of asset gifted could affect the amount of the taxpayer’s deduction. This article explains various aspects and planning opportunities for donating cash and property. Understanding Charitable Cash Donations Cash donations

By Alyssa Dalbey
January 21, 2022
Tax Planning

Medical Expense Tax Deduction for 2022

The IRS allows individuals to deduct qualified medical expenses that exceeded 7.5% of their adjusted gross income (AGI).

By Alyssa Dalbey
January 14, 2022