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Charitable Tax Planning

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Tax-Savvy Charitable Moves For Equity Awards

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Discussing tax-efficient strategies can help your clients meet their financial and philanthropic goals.

Donor-Advisor Fund Giving Sets New Records

by FA Staff

Giving across all charitable sectors has risen during the past 18 months, according to a new study.

Giving Back In Meaningful, Sustainable Ways

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Integrating sustainable philanthropic considerations into financial planning is one way to create actionable change.

Ed Slott's Seven Best Year-End Tax Planning Strategies For 2020

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Time is running out this year to offer clients these tax-related benefits.

Pandemic Makes Donors Less Willing To Give Time To Charities

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Charities may face a shortage of volunteers because of the pandemic, Fidelity Charitable says.

Billionaires Urge Tax Reform To Free $1 Trillion For Charity

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Recommended reforms include making deductions for giving available to those who don't itemize.

It’s A Good Time To Consider Donor-Advised Funds For Giving And Tax Reasons

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DAFs have grown in popularity ever since the Tax Cuts and Jobs Act increased the standard deduction.

Now's An Ideal Time To Use Donor-Advised Funds For Giving—And Tax Breaks

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DAFs have grown in popularity ever since the Tax Cuts and Jobs Act increased the standard deduction.

The Five Best 2020 Tax Planning Ideas

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This year will offer certain tax planning opportunities you won’t see in the future.

Planning This Election Year

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In 2020, clients likely are considering how to take advantage of current gift tax exemption mounts. Should they be concerned about giving too much away?

Why Now Might Be A Good Time To Transfer Or Sell Assets

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The clock’s ticking on tax advantages used for next-generation asset transfers or selling one’s business.

Fed's Main Street Lending Program Open For Nonprofit Borrowers

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The loan volume for the program, which has the capacity to lend $600 billion, has so far disappointed.

This Advisor Helped A Client Give Away A Hotel

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Andy Hart advises high-net-worth families, and in this case helped a client donate a complex asset to charity.

New Tax Breaks Can Help Affluent Clients Use Investments For Giving

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Pandemic relief has opened the doors to new charitable giving strategies.

Record-High Lifetime Exemptions

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The wealthy who want to capitalize on record-high lifetime exemptions can follow these tips.

The Tax Rule That Inspired Billionaires And Movie Stars To Back Climate Moonshots

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Donor-advised funds and other charitable vehicles are being used to make positive climate impacts.

Ed Slott On Why 2020 Offers Unique Retirement Income Opportunities

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Life insurance has become more favorable as an estate planning tool under new rules.

Maximizing Estate Planning For High-Net-Worth Clients

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Be flexible in adjusting to changing and unanticipated circumstances.

Charitable Donors Get New Perks From CARES Act

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Pandemic relief legislation and plummeting valuations can work to the benefit of wealthy clients.

How Private Foundations Yield Tax Advantages

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Saving money on various taxes can create more money for gifting, Foundation Source says.

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