Two rules in the Tax Cuts & Jobs Act affect your ability to deduct charitable donations. Planning can help you get the biggest bang for your charitable buck.
Learn how gifting a life insurance policy allows you to make a significant legacy gift to the nonprofit community with tax benefits that you can enjoy during your lifetime.
Learn why gifting stock, real estate and other appreciated securities to a donor advised fund is becoming one of the most effective ways to give back to your community.
Because donor-advised funds are philanthropic giving vehicles administered by charitable sponsors, such as community foundations, they can benefit you for tax planning purposes.
Diane L. Gilabert, CPA shares how "bunching" your charitable donations is a strategy that could maximize future tax deductions and reduce the taxes you pay.
Giving a gift or lending money to a family member can have very important tax and estate planning implications. Rick Brooks, CFA®, CFP® shares six points to consider when (financially) supporting family members.