Wealth Planning

Should You Invest at Market Highs?
Single-Stock Risk: Should You Make a Preemptive Move?
A Case for Investing Globally, Now
How Will the Election Affect the Market?
A Quiet Summer Fuels Catalog Sales
Should Entrepreneurs Trade Retirement Savings for a Liquidity Lifeline?
Concerned About Concentration? You Have Options
Are Your Heirs Knowledgeable?
Finding Commonality through a Crisis
Decisive Action Pays When Investing Amid Uncertainty
Four Things Successful Women Do in Big Financial Transitions
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

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Estate No Longer Taxable? Three Ways to Still Get a Charitable Tax Deduction
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