Category Archives: Charitable Planning

Year-End Gifting Thoughts – Make Your List and Check It Twice!

There are a number of reasons to make lifetime gifts: to express affection, to provide financial assistance, or to support a charitable organization, to name a few. In some cases, you may even receive a tax benefit from making the … Continue reading

Posted in Charitable Planning, Gifting

And now… we have our Tax Extenders

This gallery contains 1 photo.

Congress recently passed the “Tax Increase Prevention Act of 2014,” which the President has signed.  The Act extends numerous tax breaks that had expired for tax year 2014 and makes these tax breaks retroactive to January 1, 2014.  These extenders … Continue reading

Gallery | Tagged

Making Your Giving Count

           By now you have already been buried with requests from charities near and far, worthy and not-so-worthy, hoping to share in your good cheer during what is inevitably called the season of Giving.  If you’re like many parents (and … Continue reading

Gallery | Tagged ,

Last Call for IRA Charitable Contributions?

This gallery contains 1 photo.

In 2006, Congress added a new provision to the tax laws that allowed taxpayers to make contributions to charitable organizations directly from their IRA accounts without having to report the contribution as income and without regard to the restrictions that … Continue reading

Gallery | Tagged , ,