Charitable Gifting

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Wrapping Up Charitable Giving this Holiday Season

As the saying goes, “Tis the season of giving.” Take note that the expanded tax benefits through charitable gifting put in motion by the CARES Act are set to expire at the end of 2021. These benefits were designed to help individuals and businesses give to charity due to the…

January 12, 2022

Tax-Free IRA Distributions to Charity

Upon reaching age 70 ½, owners of traditional IRAs must begin taking required minimum distributions.  If you are in a position to not need the funds from your IRA distribution for living expenses and have a desire to donate to charity, qualified charitable distributions may be a tax saving…

January 14, 2019