February 13, 2016

Gift and Lights

Why You Should Give Appreciated Stock Instead of Cash

Giving appreciated stock not only allows you to support your favorite charity but also avoid paying capital gains tax on your gifted stock.

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Farming in Fear

Documentary: Farming in Fear

The story of Liberty Farm’s struggle to survive the regulatory attack by Fauquier County government.

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Marotta’s 2016 Vanguard Gone-Fishing Portfolio

Marotta’s 2016 Vanguard Gone-Fishing Portfolio

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Here is a review of Marotta’s 2015 Vanguard Gone-Fishing Portfolio and a description of our changes for 2016.

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Marotta's 2015 Vanguard Gone-Fishing Portfolio Calculator

Marotta’s 2016 Vanguard Gone-Fishing Portfolio Calculator

If you are using Vanguard, we have created a gone fishing portfolio using only low-cost Vanguard mutual funds to help save money on transaction costs.

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Wrapped Gifts

A Complete Guide To Donor Advised Funds

A donor advised fund makes the process of charitable giving simple and easy.

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What Counts as "Boot" in a 1031 Exchange?

What Counts as “Boot” in a 1031 Exchange?

1031 exchanges can include “boot,” which is an unofficial term for other property received in the exchange.

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Live Oak

Radio Interview: Wills, Estates, and Beneficiaries

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David and host Rob Schilling discuss what estate planning is, why you want to do it, and explain some of the jargon.

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Gone Fishing

Marotta’s 2016 Gone-Fishing Portfolio

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The gone-fishing portfolio provides suggested asset allocations for investors up to age 70 and up to $1 million.

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The fishes

Marotta’s 2016 Gone-Fishing Portfolio Calculator

A gone-fishing portfolio has a limited number of investments with a balanced asset allocation that should do well with dampened volatility.

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IRS Wants Charities To Collect And Report Sensitive Donor Identity Information

IRS Wants Charities To Collect And Report Sensitive Donor Identity Information

Late last year, the IRS proposed asking charities to collect sensitive donor identity information for any charitable gift of more than $250.

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