Five of 2022’s most-asked questions about Qualified Charitable Distributions
Qualified Charitable Distributions, or “QCDs,” are becoming a very popular financial and charitable planning tool. At the same time, QCDs are growing as the source of more and more confusion. Here are answers to the questions we’ve been asked most frequently this year by both advisors and donors. Be on the lookout for these and […]
So long, 2022: Important charitable tax planning reminders as the year winds down
Now is the time to share important reminders with your clients about year-end gifts. Time is indeed of the essence! Gifts of appreciated stock still shine Giving in a roller coaster market may continue to be a