March 2022

Charitable Giving: Doing Your Due Diligence

Submitted by Sims Investment Management, LLC on March 31st, 2022

Donating to charities is a win-win when filing taxes. You get to help a cause you care about and can claim dedications on cash contributions. But what happens when the charity you’ve given to is fraudulent? You’ve now donated to a false entity, haven’t helped the cause, and cannot write it off on your taxes.

Thinking of Filing for a Tax Extension? Here's What You Should Know

Submitted by Sims Investment Management, LLC on March 24th, 2022

Unlike the summer family reunion and work meetings, you can always count on a few specific dates every year. Days like birthdays, holidays, anniversaries, and Tax Day. But even if April 18th is hardwired into your brain and calendar, sometimes it makes more sense to file for an extension instead of the tax deadline.

513-278-7467 sim@simsinvestment.com

You are here

March 2022