The IRS opened tax season on January 29, 2024. Advisors and CPAs gather 1099s, W-2s and K-1 forms while their customers eagerly await the news… Read More »2024 tax season – Reminders, advice, and planning considerations
Many financial advisors have viewed charitable giving primarily as a vehicle for reducing the amount of wealth their client lose to taxes. It’s a reasonable… Read More »Navigating the tax landscape and charitable strategies
Despite — or perhaps even in response to — the major global disruptions over the past few years, charitable giving continues to grow. Altogether, individuals,… Read More »Understanding generational giving trends
While taxes aren’t the main motivator for donors, clients want a financial advisor who can offer tax-smart giving strategies that also allow them to reach… Read More »The Power of Planning: Five Tax-Smart Giving Tips Using Donor-Advised Funds
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 2024
When financial advisors, CPAs, and attorneys maintain a healthy and communicative relationship, they become a powerhouse team for clients (especially during tax season). So… Read More »Why cross-industry collaboration is essential for financial advisors
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
The 2023 DAF Report compiled by the National Philanthropic Trust shows donor-advised funds (DAFs) continue to be a popular choice for charitable giving. Among the… Read More »Donor-advised fund rules and contribution limits for 2024
Charitable giving in retirement years is a tax-efficient way to support the causes donors care most about. The Secure (Setting Every Community Up for Retirement… Read More »Secure Act 2.0 motivates retirees to give more to charity
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