Tax-smart Gift Fund Strategies to Help Clients Reduce Their Tax Bite for 2023

Summary of Tax Benefits for Contributions to Donor Advised Fund (DAF) or Donor Restricted Fund (DRF): Immediate and Maximum Income Tax Benefits Avoid Capital Gains Tax Avoid Estate Tax Assets Grow Tax-Free Give private business interests (S-Corp, C-Corp, LLCs, and LPs) to a Donor Advised Fund (DAF) or a Donor Restricted Fund (DRF).  [...]