Charitable Planning

June 10, 2018

Over Age 70 1/2? Consider a QCD for your IRA RMD

IRA: Individual Retirement Account RMD: Required Minimum Distribution QCD: Qualified Charitable Distribution Sorry for the jargon! Please don’t […]
January 10, 2018

Tax Deduction “Bunching” – The Tax Cuts and Jobs Act of 2017

In my 25 years as a CPA, I rarely advised a client to claim the […]
August 1, 2016

Donor Advised Funds

2015 was America’s most charitable year ever! According to Giving USA, Americans donated $373 billion […]
May 15, 2016

Qualified Charitable Distributions—What’s the Fuss? Funding Charitable Gifts from an IRA via the QCD

The Qualified Charitable Distribution (QCD) allows taxpayers over age 70½ to exclude up to $100,000 […]
November 28, 2014

Wise Charitable Giving Via Beneficiary Designations

In spite of charitable intent, many generous folks fail to include charities in their estate […]
November 10, 2014

Planned Giving Problems and Solutions: Make Sure Your Wishes Come True

It is inconsistent that so many generous folks, who relished giving during their lifetime, leave […]