An interesting strategy, so let us set the stage: Valuable Tool: Converting Traditional IRAs to Roth IRAs remains a valuable tool for your clients - regardless of income or marital status. Challenge: Taxes resulting from [...]
Understanding the OBBBA Impact on Charitable Giving The One Big Beautiful Bill Act (OBBBA), signed into law on July 4, 2025, makes permanent certain tax provisions originally scheduled to expire, alongside key changes and new [...]
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 [...]
Americans have a deep desire to become involved with and have an impact on various societal issues and alleviate suffering where there’s great need. If you’re involved in regular charitable giving, you know how [...]
No doubt, the Tax Cut and Jobs Act (TCJA) of 2017 will change your tax planning in one way or another. Despite any alterations to your planning process, there’s one thing that won’t change: [...]
While many of your clients will benefit from reduced tax rates and expanded tax brackets under the new tax laws, it’s likely that many will elect not to itemize this year. Rather, they will [...]
While most taxpayers will benefit from reduced tax rates and expanded tax brackets under the new tax laws, many will elect not to itemize this year. Rather, they will opt to claim the higher [...]
