How Complex Assets Can Become Charitable Contributions
Last-minute Tax Situation: A Donor Advised Fund-the Right Option
It’s the week before Christmas. One of your favorite clients, Bill Smith, calls to tell you that he just received an unexpected year-end bonus of $175,000 and he is concerned about this taxable event. [...]
Tips for Charitable Giving Strategies – 2020
While you may benefit from reduced tax rates and expanded tax brackets, it’s likely that many taxpayers will elect not to itemize this year. Rather, you may opt to claim the higher standard deduction (for [...]