charitable giving

Year-End Tax Planning and Charitable Estate Planning Go Hand in Hand

by Cara Chittenden | Dec 7, 2022 | charitable giving, Tax Planning, tax planning and estate planning

Many year-end tax planning decisions impact and are impacted by your estate plan.

Taking Advantage of the Time In-Between

On Behalf of Rebecca W. Geyer & Associates P.C. | May 25, 2022 | charitable estate planning, charitable giving, estate and tax planning

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

On Behalf of Rebecca W. Geyer & Associates P.C. | May 11, 2022 | charitable estate planning, charitable giving, couples' estate planning

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

On Behalf of Rebecca W. Geyer & Associates P.C. | Oct 27, 2021 | charitable giving, estate and tax planning, Estate Planning, estate planning documents

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

On Behalf of Rebecca W. Geyer & Associates P.C. | Apr 28, 2021 | charitable estate planning, charitable giving

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

On Behalf of Rebecca W. Geyer & Associates P.C. | Feb 10, 2021 | charitable estate planning, charitable giving, estate and tax planning

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Stepping Up Now in Case Step-Up is Repealed

On Behalf of Rebecca W. Geyer & Associates P.C. | Jan 20, 2021 | business planning, charitable giving, estate and tax planning

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..

Smart Gifting in 2021 Focuses on the Need

On Behalf of Rebecca W. Geyer & Associates P.C. | Jan 13, 2021 | charitable estate planning, charitable giving, estate and tax planning

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.