charitable giving

Maximize Your Impact with Year-End Charitable Giving Strategies

Wealth Management / By Jesse Lownsbury CPA, CFP® Candidate

Tax planning is a critical part of a comprehensive financial plan, so be intentional about lowering your tax burden and optimizing your wealth.

Maximizing the Tax Benefits of Charitable Giving

Tax Planning, Trust & Estate Planning, Wealth Management / By Annrose Isaac CPA, CFP®, MBA

Recent changes in income tax laws have made it even more important for you to be strategic with your charitable giving during the year so that you can maximize tax benefits while supporting your favorite charities. As you contemplate gifts to your favorite charities in 2020, keep in mind that strategizing early in the year …

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Wealth Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation. Separate from the wealth management plan and our role as wealth advisors, we may recommend the purchase of specific investment or insurance products or account. These product recommendations are not part of the wealth management plan and you are under no obligation to follow them. Life insurance products contain fees, such as mortality and expense charges (which may increase over time), and may contain restrictions, such as surrender periods.