Charitable Giving Deductions
Keep up with the latest news about charitable giving deductions and strategies and philanthropic economics.
December 11, 2024
Year-End RMDs and the QCD Workaround StrategyQualified charitable distributions can help clients reduce tax liability, but there are pitfalls to avoid.
December 03, 2024
7 Tips for More Impactful Giving via Donor-Advised FundsResearch shows that high-net-worth clients prefer advisors who take a more personal approach when discussing philanthropy.
December 02, 2024
12 Most Generous U.S. StatesAlthough many Americans are not able to give much money, WalletHub found, they generously donate their time.
October 16, 2024
Tax-Smart Portfolio Moves for the End of 2024It's been an interesting year in the markets, and the activity will likely play into year-end tax planning.
September 11, 2024
20 Best U.S. Donor-Advised Funds: StudyThe metrics measured included initial contribution requirements, customer service, and ease of use and restrictions.
August 15, 2024
Disability Insurance Can Ensure Business ContinuityWhat if a client with a successful firm suddenly has a stroke? What then?
March 14, 2024
It's Not Too Early to Start 2024 Tax PlanningClients who have yet to claim Social Security or start RMDs often have a degree of flexibility.
January 26, 2024
10 Must-Knows to Get the Most Out of Charitable GivingWhen it comes to tax-efficient donations, there's a big gap between client expectations and advisors' service delivery.
January 23, 2024
How a Top-Ranked Advisor Saves Her Wealthy Clients MillionsIt's about much more than investments, Sara Rajo-Miller Wendt of Miracle Mile Advisors tells ThinkAdvisor.
December 20, 2023
Procrastinator's Guide to Year-End Tax Savings, 2023 EditionThese tax-saving moves might seem incredibly simple, but they can add significant value come April.