Charitable giving is an increasingly important part of wealth management, both to allow donors to support causes they believe in and provide them with helpful… Read More »Donor-advised fund tax benefits and deductions for 2023
Congress recently passed Secure Act 2.0. The law gives individuals more options for retirement, expands contribution limits, allows more time for retirement plan earnings to… Read More »Q1 2023 Tax Updates
Among all possible charitable vehicles, donor-advised funds (DAFs) continue to increase in popularity. With the current sluggish projections for the immediate future of the economy… Read More »Donor-advised fund rules and contribution limits for 2023
As 2022 draws to a close, the biggest story for taxpayers is the continued delays and paper backlogs at the Internal Revenue Service. The IRS reduced… Read More »Q4 2022 Tax Updates
What advisors need to know about charitable donations What are the benefits of donations for businesses? Which donations qualify for deductions? Special rules for charitable… Read More »Tax deductible donations explained: Limits and tax rules
This quarter saw major developments to tax law and administration (3rd quarter, 2022). While these developments don’t directly impact charitable giving, charitable trusts, or donor-advised… Read More »Q3 2022 Tax Updates
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