Optimizing charitable giving for tax management


Sponsored by

EV-Logo-220927.png

The Tax Cuts and Jobs Act is set to expire, making tax planning a crucial conversation for clients. Charitable giving can be a strategic tool to supplement tax planning. In this video, Brian C. Smith discusses planning strategies, including direct gifts and shared interest vehicles such as donor advised funds, family foundations and pooled income funds.



Source link

Leave a Reply

Your email address will not be published. Required fields are marked *