Charitable Giving Deductions
Keep up with the latest news about charitable giving deductions and strategies and philanthropic economics.
It's Never Too Early to Think About Estate Planning
By Mike YelvertonAdvisors should encourage young investors to start the process, choose beneficiaries, and think about making a long-term impact..
May 04, 2021
5 Ways to Use a Tax Return as a Financial Planning ToolA new client's 2020 tax return can be a jumping-off point to understanding their financial situation.
March 01, 2021
Fidelity Charitable Wins Lawsuit Over Stock DonationA couple, both hedge fund managers, charged that false promises were made to induce them to contribute stock to a donor-advised fund.
November 24, 2020
Quiz: What Do You Know About Charitable Giving and Taxes?To help clients in their end-of-year planning, advisors need to know how to leverage giving in 2020.
November 04, 2020
Top 3 Trends in Charitable Giving and Why They MatterThe effects of COVID-19 and racial and social inequity have led to heightened awareness, as clients look to make a lasting impact.
August 26, 2020
Conservation Easements: What to Know About a Controversial Tax BreakConservation easements can be a used to reduce a landowner's tax liability, but the deduction's use has faced IRS scrutiny.
April 08, 2020
4 Ways the Stimulus Helps Donors and CharitiesA big one: Taxpayers who don't itemize can now take an above-the-line deduction for charitable donations.
August 05, 2019
House Floats 'Flexible Giving Accounts' for EmployeesA new bill would allow employees to set aside pretax money to give to charity.