Charitable Giving Deductions
Keep up with the latest news about charitable giving deductions and strategies and philanthropic economics.
What Advisors, Clients Should Know About Political Donations
By Beth BravermanDirect contributions aren't tax deductible, but there are ways to support candidates and causes with a tax break.
October 06, 2022
11 Year-End Planning Priorities to Discuss With Your ClientsFrom RMDs to tax-loss harvesting, touch base with your clients to ensure that nothing important is missed.
September 30, 2022
Don't Let a Simple Mistake Foil Your Client's QCD PlansFailure to follow the rules can result in loss of the tax benefits associated with qualified charitable distributions.
August 17, 2022
Charitable Giving Back at Near Pre-Pandemic Levels: ReportBNY Mellon Wealth Management says the number of gifts, average gift size and total dollar amount of gifts grew from 2020.
August 08, 2022
A Game Plan for 'Overnight Millionaires'Newly rich families have five core needs that advisors should address when creating a comprehensive financial plan.
June 10, 2022
The IRS' Dirty Dozen: 12 Tax Scams to Avoid in 2022In addition to pandemic-related scams, this year's list warns of spear phishing and bogus tax-avoidance strategies.
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.