August 25, 2020

Raymond James Charitable is celebrating 20 years of powerful giving

Raymond James Charitable is celebrating 20 years of powerful giving. Did you know that we can assist you with creating your own charitable giving plan that supports the causes that you are passionate about? Many of our clients work with us, at Valliant Wealth Strategies, to create their own foundation and charitable legacy plans that supports their communities, schools, or charities. We would love to help you set up your own Donor Advised Funds.  

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December 28, 2020

Second Round of Stimulus on its Way

Sunday evening, President Trump signed a stimulus bill that included about $900 billion in relief for Americans and businesses. The framework includes 11 weeks of extended unemployment benefits, as well as $600 of direct stimulus for every person under a certain income threshold, including children. Legislators have also been discussing a provision to address the tax treatment of Paycheck Protection Program (PPP) loans, potentially giving further relief to borrowers.

December 14, 2020

A Plan for All Seasons - Winter