Tax Management

The Window Is Closing for Donors to CARE
Single-Stock Risk: Should You Make a Preemptive Move?
What Happens to Tax Deferral If Biden Wins?
How Will the Election Affect the Market?
Winter Is Coming…Plan Ahead for Potential Tax Changes
Charitable Gifts and a DAF: Better Together?

Charitable Gifts and a DAF: Better Together?

by Shea McCabe, Jennifer Ostberg
Stock market success is welcome news, but it also presents one specific challenge—capital gains tax. Fortunately, there’s a way to lessen the bite: Donate highly appreciated securities to charity. But before you do, take the time to set up the right charitable structure. Here’s what you need to know.

Athletes & Entertainers, Philanthropy, Tax Management, Wealth Planning, Women & Wealth


Likes 0
SHARE
Bookmarks
Estate No Longer Taxable? Three Ways to Still Get a Charitable Tax Deduction
Which Charitable Gifts Give the Best Tax “Bang for the Buck”?

Which Charitable Gifts Give the Best Tax “Bang for the Buck”?

by Anne Bucciarelli
Donors often seek advice on the best ways to support their favorite charities. Many resort to giving cash, but often that’s not the most optimal gift. Donors over the age of 70½ have even more options—they can make a direct gift of either cash or another asset, or roll over a charitable IRA.* While both are relatively straightforward to implement, there are several factors that may make one of them more tax beneficial.

Athletes & Entertainers, Philanthropy, Tax Management, Wealth Planning


Likes 0
SHARE
Bookmarks
Tips for Making Your Charitable Donations Count

Tips for Making Your Charitable Donations Count

by Robert Dietz, Jennifer Ostberg
Philanthropic giving is inherently personal because it is rooted in your values and in how you choose to fulfill your sense of responsibility to your family, the community, and the world. Here are a few tips to ensure your gift qualifies for a charitable income tax deduction.

Athletes & Entertainers, Business Owners, Philanthropy, Tax Management, Wealth Planning, Women & Wealth


Likes 0
SHARE
Bookmarks
Don’t Miss Out on These Year-End Tax Strategies
When It Comes to QSBS, Timing Is Everything
Back to a top