Tag Archives | QCDs
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What’s On Our Fall “To Do” List

It’s fall, and the leaves are changing color for our friends up north. Here in Florida, it’s still hurricane season (until November 30) which undoubtedly means more rain and a close eye on the tropics for another two months. As we enter the last quarter of the year, here’s a quick rundown of what is […]

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Making Qualified Charitable Distributions (QCDs) From Your IRA? Don’t Drop The Ball On Tax Reporting

Making charitable gifts from your IRA is a truly tax-smart idea for many people 70½ and over. Each year, we work with an ever-growing number of clients making charitable gifts from their IRA so they can maximize their tax savings, reduce their taxable income, and of course support their favorite charities. There’s just one thing […]

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Tick, Tock. That’s The Sound Of Time Running Out On These 5 Smart Year-End Tax Moves

Tick, tock, tick, tock. Do you hear it? That’s the sound of time running out. But there is still time for a few smart year-end tax moves that can save you money. Here’s 5 great tax strategies to consider before year-end that can slash your tax bill: Max out your deductions by funding workplace retirement plans. The […]

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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 […]

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