top of page
Search
Oct 29
Tax-Efficient Year-End Charitable Giving Strategies
With major changes in tax law over the last few years - and an upcoming potential reduction in the gift and estate tax exemption -...
Sep 10
Cash, Stocks, or QCDs: Which to Donate for Bigger Tax Impact?
I’m frequently asked whether it’s better to donate cash, stocks, or make a Qualified Charitable Distribution (QCD) from an IRA, and the...
Aug 27
Maximize Your Impact with Tax-Savvy Charitable Giving
Charitable giving is one of the most rewarding ways to make a difference in the world and create a lasting legacy, but without a clear...
bottom of page