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Charitable Tax Planning

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Nonprofits Prepare For The Worst With Wealthy Losing Billions

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The needs of charities are set to soar while the financial situations of many wealthy families have deteriorated.

Putting Art Into Charitable Remainder Trusts

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A charitable remainder trust can save clients' serious money in taxes, says an executive at Morgan Stanley.

Foundation Source Acquired By Incline Equity Partners

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The acquisition will enable Foundation Source to expand its services to private foundations.

Strong Equity Market Boosts Charities

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A majority of donors give appreciated stocks and non-cash assets, Schwab Charitable reports.

Recoverable Grants Are One Way To Help Charities

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Trends are pushing charitable donations in new directions, Fidelity Charitable says.

Advisor Helps $15 Million Client Reduce Taxes And Fears

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Even clients with multiple advisors don’t realize all their options to slash tax bills.

Four Steps To Help Clients Choose A Charity

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Many clients don’t know how to start narrowing the choices of causes to support.

After Tax Reform, Clients Can Still Reap Benefits From Charitable Giving

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Charitable deductions are still possible despite changes created by the Tax Cuts and Jobs Act.

Tax The Wealthy And Their Charities Will Suffer

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Proposals to tax wealth could devastate the non-profit sector.

IRS Cracks Down On 'Billions' Of Tax Breaks From Land Donations

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Taxpayers and advisors involved in land donation deals have been the focus of more IRS audits.

Wealthy Amass Record $121 Billion In Tax-Sheltered Accounts

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Wary of rising taxes, the wealthy are stockpiling assets in donor-advised funds.

Fidelity Charitable Says Tax Reform Didn't Reduce Donations

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Only 9% reduced giving because of increased standard deduction, Fidelty Charitable says.

Charitable Donations Directed From IRAs Provide A Tax-Advantaged Giving Strategy

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Underutilized tax code provision can benefit those 70½ and up.

Year-End Tax Moves For Wealthy Clients

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High-net-worth taxpayers are running out of time to make strategic moves in 2019.

Economy Biggest Driver Of Charitable Giving

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The Tolleson Wealth Management director of philanthropy says economic confidence is boosting charities.

Economy, Not Tax Code, Drives Charitable Giving

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The Tolleson Wealth Management director of philanthropy says economic confidence is boosting charities.

The Rich Are Tight-Lipped On Family Wealth Decisions

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Two-thirds of wealthy people don’t talk with family members about how they're passing on assets, Bank of America found.

Tax Reform Doesn't Mean The Benefits Of Charitable Giving Have Ended

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Advisors say there are still ways for charitable clients to reap the tax advantages of giving.

Sinking Charity Donations Should Level Off, Tax Attorney Says

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By most measures, individuals' charitable donations were down in 2018, the first year of tax reform.

Individuals Are More Tight Fisted Due To Tax Changes, Giving USA Says

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Last year was a mixed year for giving, falling short of record high totals seen in 2017.

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