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In case you missed it: Three tax tips worth smiling about
In case you missed it: Three tax tips worth smiling about
Energy incentive extends to nonprofit organizations Nonprofits and other exempt entities are often left out of discussions when new tax incentives are proposed in Congress, primarily (and logically) because these organizations don’t pay tax. Fortunately,...
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Why charitable gift annuities are rising in popularity
Why charitable gift annuities are rising in popularity
Charitable gift annuities (CGAs) are becoming more attractive to philanthropists, making this planned giving vehicle a good fit for your clients who like the idea of an upfront tax deduction, a steady lifetime income stream, and a remainder gift to charity....
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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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