Latest Issue Cover
Home » Financial Advisor » FA Online » Channels » CHARITABLE GIVING » Charitable Tax Planning

Charitable Tax Planning

1 2 3 4 5 6  

Older Clients' Charitable Vehicles Require Extra Tax Planning

by

You should make sure your clients are giving the right way for tax efficiency.

Foundations And Real Estate Donations

by

While some dismiss the idea of donating real estate, there can be good reasons.

Navigating The Jumbled World Of State Taxation

by

State tax laws are a hodgepodge of rules that don't always align with IRS codes, advisors warn.

Talking About Charity Is Good For Clients And Advisors, Fidelity Charitable Says

by

Donors are becoming savvier about the advantages of donor-advised funds, Fidelity says.

What Clients Need To Know About Donating To Presidential Campaigns

by ,

The rules for political donations are complicated.

The Whole Philanthropic Picture

by

There are both emotional and rational benefits of holistic advice, which should include philanthropy.

What Is Planned Giving?

by

And why should it matter to your wealthy clients?

Who Is The Next-Gen Investor?

by

Younger clients are changemakers who value impact and technology.

Should Wealthy Clients Use Home Equity To Reduce Taxes?

by

Such strategies can sometimes carry a high price tag, advisors say.

How Foundations Aid Tax Planning

by

These charitable giving vehicles allow clients to earn tax savings on appreciated assets.

Mark Casady Joins Foundation Source Board Of Directors

by FA Staff

Casady has been a leader in fintech and philanthropy for four decades.

Unlocking A $30 Trillion Opportunity

by

Charitable giving know-how is essential for supporting wealthy women

When Retirees Give Away Too Much Money

by

When it comes to charitable giving, advisors recommend a careful balance.

Tech Comes For Philanthropy

by

With the emergence of new technology, advisors can be more active partners in their clients' charitable giving.

Get Ready For Higher RMDs This Year

by

A good year in the markets also means higher required distributions from retirement accounts.

Why Wealth Managers Miss Philanthropic Opportunities

by ,

There are resources wealth managers can use to help wealthy clients be philanthropical in ways that matter most to them.

Fires And Wars Spur Donors To Generosity, Schwab Charitable Says

by

Donors also are responding to ongoing needs in areas like Ukraine, Fred Kaynor said.

Foundations Should Give More In Bull Markets, Pull Back Amid Turbulence

by FA Staff

Foundation Source offers tips for private foundations to safeguard their dry powder.

Wealthy U.S. Households Pulled Back On Charitable Giving In 2022

by

The decline follows an surge in giving in 2020, when the pandemic and social unrest fueled more donations.

Ed Slott Spotlights 6 Big IRA Tax Changes For 2023

by

While Congress hasn't changed tax laws this year, the IRS has been busy issuing rulings, Slott said.

1 2 3 4 5 6