Charitable Planning
August 1, 2016
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
In spite of charitable intent, many generous folks fail to include charities in their estate […]
November 10, 2014
It is inconsistent that so many generous folks, who relished giving during their lifetime, leave […]
Tax Deduction “Bunching” – The Tax Cuts and Jobs Act of 2017