Monthly Archives: October 2024

6 Tax Benefits to Consider With Donor Advised Funds

As financial advisor, you are in a unique position to give your clients a deeper understanding of the variety of options for charitable giving tax strategies. Living a lifestyle of generosity involves giving wisely and abundantly. It also includes helping your clients choose the most efficient giving strategies for their families and specific goals. From [...]

2024-10-30T19:22:13+00:00October 14th, 2024|

How much charitable giving can your clients deduct?

As financial advisor, you are in a unique position to give your clients a deeper understanding of the variety of options for charitable giving tax strategies. Living a lifestyle of generosity involves giving wisely and abundantly. It also includes helping your clients choose the most efficient giving strategies for their families and specific goals. 2024 [...]

2024-10-30T19:20:59+00:00October 14th, 2024|
Go to Top