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Family

One Essential Key to Succeeding with Your Children

3 days ago By Bill High

Fair warning:  you’ll want to read to the end of this post for the punchline. I’ve always loved the stories of the kings in the bible. It’s like going to the movies.  There are a lot of villains.  Really bad kings who do bad things and create disorder.  And there are lots of them.  It can all be a bit discouraging particularly if you are thinking as a parent. But every now and then, there are some good kings.  And they bring light and hope to the nation.  There are two that I want to highlight:  King Asa and King…

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Family

Toys, The Treasury, and Trust

1 week ago By Bill High

It’s a common story.  A person starts a new venture or business.  In the early days, the struggle is real, and it’s hard.  The trial is marked with uncertainty, much prayer and a building trust.  But at some point, there’s a breakthrough.  Perhaps it is imperceptible but the struggle is lessened.  Or so it seems. And with the success, there’s excess, and with the excess, there becomes indulgence into toys—the trappings of having arrived. Maybe it’s a fancy car, a boat or a second home.  The toys are easier to come by when the treasury—the storehouse is stocked.  Life is…

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Advisor

On Donor Advised Funds

1 month ago By The Signatry

Hello! I’m Joe Williams, and I’m the President of the Plains Region of The Signatry. I am based in Oklahoma City, and my role is to meet with donors to help them maximize gifting opportunities through strategic giving plans. One of the easiest ways to simplify this process is through the use of a donor advised fund. Donor advised funds have seemed to explode on the charitable giving scene in just a few short years. From 2003 to 2013, there was a whopping 186% growth in donor advised funds. Today, the top charities in the country are donor advised funds…

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Advisor

On Business Sales – Plains Region

1 month ago By The Signatry

Hello! I’m Joe Williams and I’m the President of the Plains Region of The Signatry. My role is to meet with donors to help them maximize gifting opportunities through strategic giving plans. One of The Signatry’s main goals is to maximize charitable giving. A major way way we do this is through giving non-liquids gifts, including portions of closely held businesses. There are some challenges that come with this, but that’s where The Signatry steps in. When selling a business, the owner or owners will face the highest tax liability they will ever face. That liability is locked up the…

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Advisor

The Donor Advised Fund: Your Strategic Tool

1 month ago By The Signatry

Hello! I’m Steve French and I’m President of The Signatry. In my work in Nashville and the rest of the country, I devote my time meeting with advisors, attorneys, individuals, and business owners to develop strategies and solutions to minimize tax liability, while maximizing charitable giving. This is executed with specific emphasis in the area of non-liquid assets such as: stock, real estate, mutual funds, and portions of closely held businesses. One of the easiest ways to simplify this process is through the use of a donor advised fund. Donor advised funds have exploded on the charitable giving scene in…

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Advisor

On Business Sales – South Region

1 month ago By The Signatry

Hello! I’m Steve French and I’m President of The Signatry. As a former business owner, one of my chief regrets was that I missed out on the opportunity for greater generosity and lowered tax liability when I sold my business. With The Signatry, I now work with business owners and advisors faced with similar situations, and we work to develop strategies and solutions to minimize tax liability, while maximizing charitable giving. There are challenges through the process, but that’s where The Signatry steps in. When selling a business, the owner or owners will face the highest tax liability they will…

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Family

How to build the 100 year family

2 weeks ago By Bill High

Steelcase, the office furniture maker based in Michigan turned 100 years old recently.[1] The feat of surviving 100 years in this age of the ebb and flow of business is hard to imagine.  Times change, and businesses must change with those times or they run the risk of being outdated. The fickle nature of the consumer makes it difficult to adapt.  The pace of change is further heightened by the rise of technology.  Navigation is difficult. But Steelcase proclaims that it is not an office furniture maker but rather it is a company of ideas. They state simply: “Companies don’t…

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Family

The 100 Year Family

3 weeks ago By Bill High

Can a family last 100 years? A few years ago, Inc. Magazine ran an article titled: “How to Build a Company that Will be Around in 2115 (October 2015).  The premise of the article focused on how in the current age most companies are positioned to sell.  Investors are willing to put up big money if they can count on a profitable exit. But the question of exit is often the first one.  The business owner who bucks the trend and wants to grow a company and hold it is outside the norm.  Grow, hold and live off the fruit…

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Ministry

Will Tax Incentives Be Restored?

2 months ago By The Signatry

The new tax reform laws that were passed December 2017 essentially got rid of the tax incentive to give to charity, at least for the majority of middle- and low-income givers. Because of the new tax law, Forbes has estimated that charitable giving this year will decrease by $12 to $19 billion.[1] However, laws are in the works to turn this around. Last fall, Rep. Mark Walker (North Carolina)  and Sen. James Lankford (Oklahoma) introduced a new bill, the Universal Charitable Giving Act, and it is gaining steam. The way the current law stands, only taxpayers who itemize their deductions…

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