Charitable Giving Deductions
Keep up with the latest news about charitable giving deductions and strategies and philanthropic economics.
Procrastinator's Guide to Year-End Tax Savings, 2023 Edition
By William H. Byrnes | Robert BloinkThese tax-saving moves might seem incredibly simple, but they can add significant value come April.
December 13, 2023
10 Overlooked Tax Credits and Deductions for 2023These ways to (legally) reduce clients' tax burdens are well worth year-end discussions.
July 24, 2023
Secure 2.0 Act Supercharges the QCD as an RMD Alternative for 2023Taxpayers can now use a QCD to satisfy their RMD obligation while creating an income stream.
June 05, 2023
IRS Makes Annuity Mortality Table Update, With a SmileThe agency will allow flexibility on timing, and decimal places.
May 22, 2023
Act Now to Avoid Estate Planning Logjam in 2025Estate planners could be in extremely short supply in the years ahead, just when they're needed most.
March 23, 2023
5 Secure 2.0 Act Changes That Could Affect Your Clients' TaxesFor example, a few new rules create new opportunities for Roth contributions or conversions.
March 06, 2023
8 Reasons to Review Clients' Tax Returns Every YearThis step can help clients avoid tax mistakes shed light on additional planning opportunities.
February 17, 2023
10 Ways Taxable Accounts Boost Retirement PlanningIRAs and 401(k)s get lots of press, but taxable brokerage accounts have powerful benefits you shouldn't overlook.