Tag Archives | Ph.D.
make a chnage charitable Photo by Kat Yukawa on Unsplash

What’s The Best Way To Give To Charity?

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 […]

Read full story Comments { 0 }