Charitable Giving Deductions
Keep up with the latest news about charitable giving deductions and strategies and philanthropic economics.
5 Smart Charitable Giving Strategies in Uncertain Times
By Karla D'Alleva ValasCharitable giving is an opportunity for investors to support causes they care about and possibly receive tax benefits.
October 17, 2022
IRA Cheat Sheet: How to Avoid RMD Penalties, Minimize Taxes Before Year-EndFailure to act by Dec. 31 can result in stiff penalties and missed opportunities for tax savings.
October 06, 2022
11 Year-End Planning Priorities to Discuss With Your ClientsFrom RMDs to tax-loss harvesting, touch base with your clients to ensure that nothing important is missed.
September 30, 2022
Don't Let a Simple Mistake Foil Your Client's QCD PlansFailure to follow the rules can result in loss of the tax benefits associated with qualified charitable distributions.
August 17, 2022
Charitable Giving Back at Near Pre-Pandemic Levels: ReportBNY Mellon Wealth Management says the number of gifts, average gift size and total dollar amount of gifts grew from 2020.
August 08, 2022
A Game Plan for 'Overnight Millionaires'Newly rich families have five core needs that advisors should address when creating a comprehensive financial plan.
June 10, 2022
The IRS' Dirty Dozen: 12 Tax Scams to Avoid in 2022In addition to pandemic-related scams, this year's list warns of spear phishing and bogus tax-avoidance strategies.
May 25, 2022
Finseca Brings 626 Advisors to Schmooze WashingtonThe group could have an especially big impact on advisors' more complex clients.