Charitable Remainder Unitrusts offer tax benefits to the donor. More important – a CRT helps with the now and the later.
charitable giving
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.
Year-End Tax Planning and Charitable Estate Planning Go Hand in Hand
Many year-end tax planning decisions impact and are impacted by your estate plan.
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.
Giving and Receiving Benefits Through a Donor-Advised Fund
Thanks to the Tax Cuts and Jobs Act of 2017, the use of donor-advised funds is soaring. These arrangements make it possible for donors to enjoy tax deductions now, but make specific distribution decisions later.
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.
Stepping Up Now in Case Step-Up is Repealed
The incoming administration has revealed a plan to repeal the step-up in bases at death. Learn about adjusting estate planning strategies to fit a potential no-step-up reality..