In this transcript from My Financial Coach Live, Bill Lloyd discusses strategies for mitigating taxes legally and recovering money that would otherwise be lost to
Watch the interview with John Norce on Medicare and how to navigate retirement given the importance Medicare plays in financial planning below. Learn how The
Recording of Bill Lloyd and Rick Peck as they discuss they latest trends in philanthropy and how to expand nonprofit funding. Recent changes in tax
Thanks to the partnership with CPEThink.com, Bill Lloyd has developed a Continuing Education Course on Charitable Contribution Deductions. The Charitable Payraise® is a new financial
Giving back to the community is the foundation of why Bill Lloyd established The Charitable Payraise® several years ago. As an active member of the
It is with great excitement that we announce the strategic partnership between The Purple Heart Foundation and The Charitable Payraise® in time for Purple Heart
As part of the Leaders in Philanthropy Series, Bill and Steve discuss how philanthropy can show up throughout one’s career. As a senior executive in
We are excited to announce our upcoming webinar on The Charitable Payraise®. Amy Horner of Horner’s Corner Consulting, nonprofit consultant extraordinaire, strategic change expert, CPA,
There are many nonprofits that serve veterans and military personnel, and the best one for an individual may depend on their specific needs and circumstances.
As you consider charitable giving as part of your tax planning in 2023, we wanted to identify potential organizations to consider. Here are 10 prominent
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