As you and other advisors emerge from a busy tax season, we know that legislative changes, charitable giving vehicles and even cautionary tales are topics that are likely to capture your interest.
Learn why a qualified charitable distribution (QCD) can be a powerful way to meet your clients’ financial planning objectives and charitable giving goals.
Although the CARES Act waived required minimum distributions (RMDs) in 2020, you can still make qualified charitable distributions (QCDs) to programs and funds.