Tag: Charitable Planning
Tax Smart Philanthropy [On-Demand Webinar]
In this on-demand webinar, you’ll learn five tax-smart strategies to make the most out of your charitable giving.
Supporting Nonprofits in 2020
It’s the season of giving and there is still time to take advantage of possible tax breaks in 2020. Financial advisor Justin Smith discusses several charitable giving options in his blog post.
What You Need to Know Before Gifting Money to Family
As the pandemic continues, more retirees may feel compelled to help family members who find themselves in a difficult financial situation this year. Before you write a check, take a moment to think about four important considerations.
Estate Planning in the New Normal | On-Demand Video
Hear the latest guidance and tips from professionals who navigate estate planning challenges with families every day.
Benefits and Considerations of Donating to Charity Using IRA Qualified Charitable Distributions
For those over age 70½, a qualified charitable distribution can be a great way to make a charitable donation in a tax-efficient manner.