Tax-Smart Charitable Giving: The Power of Donor Advised Funds with Hayden Adams & Ruby Pediangco Hayden and Ruby explore the invaluable benefits of donor-advised funds, essential tax strategies for charitable giving. #giving
Five Charitable Planning Ideas To Share During Tax Season Conversation guides and examples of tax-smart giving for 2024 #taxes
Two Tax-Smart Strategies for Charitable Giving with an IRA Using retirement accounts to maximize the tax benefits of charitable giving. #giving #retirement #planning #investors
Shaping Legacies: Charitable Planning and Family Philanthropy Dynamics with Sam Kang The intricacies of family charitable planning and valuable insights from Sam Kang #SchwabCharitable
Maximizing Tax Benefits by “Bunching” Charitable Contributions Learn how your clients can increase their tax savings by using both the standard deduction and itemized deductions.
Your Guide to Year-End Philanthropy and Charitable Giving with Fred Kaynor Maximizing your philanthropic impact to empower your charitable planning decisions as we near year-end. #charities
Determining What To Give to Charity at Year-End Are you looking for opportunities to provide more value and deepen relationships with HNW individuals and families? #growth
