Charitable Giving

After years of “patches”, “extensions” and other temporary maneuvers, Congress has finally made Qualified Charitable IRA Distributions permanent. With the benefit of this permanence, you can now plan ahead to take advantage of the great tax planning opportunities this strategyREAD MORE

Recently I wrote about having a charitable giving plan, and how that can allow people to be strategic about their charitable gifts. As tax rates have been on the rise lately, many people have been looking for ways to reduceREAD MORE

Charitable IRA Rollovers (also called Qualified Charitable Distributions, or QCDs), have been allowed by IRS rules off and on since 2006. The most recent extension of the rules expired in 2013, and has not yet been renewed. However, in JulyREAD MORE

“I think most clients don’t really think to coordinate with the charity as to how they should be gifting. Most clients will just write a check or drop $50 in the collection jar.” —Rick Brooks, June 17 interview with InvestmentREAD MORE