Many of our clients like to make gifts to charity. But what’s the best way to do so given all the recent changes in tax rules? The Journal of Financial Planning just published a research paper comparing some of the top options, like gifting assets that have gone up in value, giving directly from your […]
Tag Archives | charitable giving
The Clock Is Ticking On Year-End Tax Moves
Tick, tock, tick, tock. Do you hear it? That’s the sound of time running out. We talked with financial journalist Robyn A. Friedman of City & Shore Magazine to share smart year-end tax moves that can save people money. “It’s not too late to review your tax situation for 2019 – or too early to […]
Don’t Overpay The IRS When Making Charitable Gifts
The one thing people never want to do is overpay Uncle Sam when they file their taxes. Unfortunately, that’s easy to do if you’re reporting charitable gifts made from your IRA (that’s a technique called a QCD or Qualified Charitable Distribution). We have several clients who used this technique last year as a way to […]
Giving Smarter: Using Your IRA To Make The World A Better Place
You may be like several of our clients who enjoy making charitable gifts. In the last few months, we’ve helped clients make generous donations to a number of programs benefitting colleges and universities, scholarship programs for working students, and international education organizations. To all of you who have made donations or who have helped good causes […]
Getting The Holiday Spirit: Sharing & Giving For The Holidays
Underneath all the toys and decorations, the holidays are all about giving and sharing. Let us know what causes and groups you’re choosing to share with this holiday season. We would be happy to spotlight some of the worthy groups you support. Here’s one group (and one that we support) that helps make a difference […]
Making A Difference
For most Americans, charitable giving is all about making a difference. But how can you make sure that what you give is really having an impact? And with so many groups and organizations out there, how can you direct your contributions so they go as far as possible? These were some of the topics we wrestled with […]
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About Mari Adam, CFP®
Mari Adam, Certified Financial Planner™ and President of Adam Financial Associates Inc, has been helping individuals and families chart their financial futures for twenty five years. Mari has appeared in publications such as Business Week, CBS MarketWatch, Wall Street Journal, Kiplinger’s, Newsweek, and Money Magazine.
