Charitable Giving Deductions
Keep up with the latest news about charitable giving deductions and strategies and philanthropic economics.
Charitable Giving Back at Near Pre-Pandemic Levels: Report
By Michael S. FischerBNY Mellon Wealth Management says the number of gifts, average gift size and total dollar amount of gifts grew from 2020.
May 25, 2022
Finseca Brings 626 Advisors to Schmooze WashingtonThe group could have an especially big impact on advisors' more complex clients.
April 21, 2022
How HNW Millennials and Gen Zers View Their WealthYounger generations have different opinions on how wealth should be saved, spent and given away.
April 18, 2022
Backdoor Roth IRA Conversions: Beware the Pro Rata RuleMisunderstanding this rule is one of the biggest dangers clients face with backdoor Roths.
March 30, 2022
A New Tool for Multi-Gen Client EngagementAdvisors will find plenty to share with clients and their children from soon-to-be-released government data.
March 29, 2022
Nearly Half of Families Earning $100K or More Lack an Estate Plan: SurveyMany respondents said they thought they weren't wealthy enough to need one.
March 23, 2022
5 Ways to Lower RMDs, Help Clients Reduce Medicare SurchargesStrategies to trim required minimum distributions can lessen the impact of income-related monthly adjustment amounts, or IRMAAs.
February 08, 2022
IRS Reminds Taxpayers of American Rescue Plan BenefitsThey include a new deduction for charitable gifts and the rebate for those who missed 2021's third stimulus payments.