Important Reminders: QCDs and CLATs
In today’s market conditions, we want to highlight the unique importance of Qualified Charitable Distributions (QCDs) and Charitable Lead Annuity Trusts (CLATs).
In today’s market conditions, we want to highlight the unique importance of Qualified Charitable Distributions (QCDs) and Charitable Lead Annuity Trusts (CLATs).
Donor-advised funds are a popular charitable giving tool. And right now is a perfect time to evaluate this planning strategy
Businesses frequently make cash donations to charitable organizations. But what happens to the deductibility of those donations under the state
As your clients gear up for another year of giving, how can you help them make the most of their
If you’re like most advisors today, you’re seeing an uptick in clients’ questions about charitable giving techniques that go beyond
When available, donations from IRAs are one of the best charitable giving tools after tax reform. They completely avoid the
Most taxpayers won’t accumulate enough itemized deductions to exceed the new standard deduction. But if they plan deductions to be