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Inherited IRAs: Big Headache or Big Opportunity?
Inherited IRAs: Big Headache or Big Opportunity?
Don’t be surprised if your clients are walking into your office in a state of bewilderment over something they’ve read recently about the IRS’s distribution rules for inherited IRAs.  What’s the back story? Until the law changed a few years ago,...
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Five ways to maximize your clients' year-end giving
Five ways to maximize your clients' year-end giving
Before your clients ring in the new year, make sure they have maximized their charitable giving for 2022. Gifts made to a charitable fund by Dec. 31 will earn them a tax deduction for the current year while supporting the causes they love for many years to...
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Summer Legislative Updates & Looking Ahead to Sunsets
Summer Legislative Updates & Looking Ahead to Sunsets
On Aug. 16, 2022, President Biden signed into law the Inflation Reduction Act. A few tax provisions made it into the final legislation (e.g., a corporate minimum alternative tax). Other items were taken off the table at the last minute, most notably the...
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3 Ways to Engage Children in Charitable Giving
3 Ways to Engage Children in Charitable Giving
By John R. Adams, CLU®, ChFC®, CASL®, RICP®, CFP®Private Wealth AdvisorAdams, Gut & Associates Charitable giving is more than an action; it’s a mindset that can be passed down for generations. We believe philanthropy goes beyond just tax strategy,...
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Good News and Important Reminders About QCDs
Good News and Important Reminders About QCDs
Qualified Charitable Distributions, or "QCDs," have been in the news a lot lately, especially in light of proposed SECURE Act 2.0 legislation that passed the House of Representatives in March and is now pending in the Senate. Through a QCD, starting at age 70...
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501(c) What?: Decoding Jargon to Determine Deductibility
501(c) What?: Decoding Jargon to Determine Deductibility
In the wake of tax season each spring, a new crop of questions may arise concerning clients’ gifts to various organizations and whether those donations qualify as tax-deductible charitable contributions. Keep in mind that Section 501(c) of the Internal...
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