Cut Taxes and Help Causes You Love in 2025 Tax rules change all the time. Many people now skip itemizing deductions since the standard deduction is higher. In 2025 (for filing in 2026) the standard [...]
Third quarter results are in and clients are looking to you for their year-end planning strategies. If your clients are like most, they may have left you scrambling to optimize their taxes before the December [...]
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 [...]
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 [...]
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 [...]
Starting at age 70½, clients (and qualified spouses) can now make a Qualified Charitable Distribution (QCD), up to $100,000 each, to eligible charities, from their traditional IRAs with no effect on taxable income. Problem: [...]
Recent changes in the Secure Act are prompting an increasing number of your clients to consider Roth conversions. You are in a unique position to help your clients lessen the tax impact of the [...]
The Coronavirus Aid, Relief, and Economic Security Act (CARES Act) of 2020 provided incentives that encouraged charitable giving during a time of the COVID hardship. With the demands on charities increasing, the government extended [...]
iGiftFund is uniquely positioned to offer fund options that qualify for CARES Act incentives The CARES Act provides significant incentives for donors to consider as part of their year-end charitable giving plan - but [...]
Clients can convert their traditional IRAs to Roth IRAs regardless of income or marital status. One of the biggest stumbling blocks in deciding to convert, is their reluctance to pay taxes on the converted [...]
