Charitable Giving Deductions
Keep up with the latest news about charitable giving deductions and strategies and philanthropic economics.
December 27, 2022
Jamie Hopkins on Secure 2.0: What's Overhyped, What's Interesting and What to WatchThe RMD age pushback is "not the most important provision" of the new law, the Carson exec says.
December 22, 2022
12 Life and Annuity Changes in $1.7T Spending BillThe bill has several provisions to make it easier to annuitize workplace retirement plan assets.
December 21, 2022
How to Invest a Year-End BonusIt's the end of the year, and your clients are receiving their bonuses. How should they invest them?
December 20, 2022
The Year-End Planning Tip That Has Finance Profs TalkingMy colleagues at The American College shared a litany of ideas, but one strategy made everyone's list.
December 14, 2022
Quiz: Do You Know These Charitable Giving Tax Facts?Do you know the rules when it comes to tax benefits and deductions for charitable giving?
December 14, 2022
Why Advisors Should Rethink the 'M' in RMDTaking more than "minimum" distributions, or starting earlier, could mean years of lower taxes for clients.
November 30, 2022
The 8 Best Year-End Charitable Giving Strategies for 2022Purposeful approaches to year-end giving can help you and your clients cultivate generosity while saving on taxes.
November 16, 2022
5 Smart Charitable Giving Strategies in Uncertain TimesCharitable giving is an opportunity for investors to support causes they care about and possibly receive tax benefits.
November 07, 2022
What Advisors, Clients Should Know About Political DonationsDirect contributions aren't tax deductible, but there are ways to support candidates and causes with a tax break.
October 27, 2022
How to Tell When Personalized Indexing Makes Sense: Vanguard"Direct indexing can help boost after-tax alpha for some, but not all, investors," according to the asset manager.