Charitable Giving Deductions
Keep up with the latest news about charitable giving deductions and strategies and philanthropic economics.
December 20, 2023
Can You Ace This Charity Quiz?Test your knowledge on how clients can manage RMDs, rebalance portfolios and more while doing good.
December 19, 2023
Ed Slott: 8 Top Retirement, Tax Priorities for Advisors in 2024The IRA expert highlights what to focus on when it comes to existing and looming retirement-related rules.
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.
January 27, 2023
Secure 2.0: How to Use New RMD, Roth Account Rules in Client PlansSecure 2.0 created planning options for you and your clients, provided you know when to use them.