Strategic business planning requires an annual valuation of business interests.
Strategic Business Planning Requires Annual “Check-Ups”
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charitable estate planning
Charitable Remainder Unitrusts Deal With the Now and the Later On
Charitable Remainder Unitrusts offer tax benefits to the donor. More important – a CRT helps with the now and the later.
A Kill-Two-Birds-With One-Stone Year-End Tax Planning Play
Combining RMDs with charitable gifting can lead to major tax savings.
For All Concerned Consider Giving to Charity Sooner Than Later
The timing of charitable gifts can make a big difference in both tax planning and gift impact.
Taking Advantage of the Time In-Between
The SECURE Act has deferred the time when mandatory withdrawals must be taken from IRA accounts. Still, Qualified Charitable Distributions may be made beginning with the account holder’s age 70 1/2.
Assets Can Be “Complicated”. Charitable Gift Planning Need Not Be
Sarah Weaver of the Central Indiana Community Foundation shares insights into charitable gift planning and donor-advised funds.
Could Your RMD Become a QCD?
It is very effective to give money to charity through an IRA distribution sent directly to that charity. Your Required Minimum Distribution is thus turned into a Qualified Charitable Distribution.
2021 – a Good Year for Charitable Planning
2021 happens to be an especially good year for charitable planning. Two tax breaks first signed into law last year are available once again this year.
Earlybird Charitable and Estate Planning in 2021
The new administration has proposed many changes to income tax and transfer taxes. Clients whould consider implementing certain strategies now, before those changes take effect.
Smart Gifting in 2021 Focuses on the Need
Estate planning has “gotten a raise’ in terms of the increased estate and gift tax exemption, but even more important, the effects of the pandemic has focused attention on the need – the needs of family members, and the needs of charitable organizations.
