Charitable deductions are an incentive to giving and a way for advisers to show their humanity.
Five steps clients can use to guide their donor-advised fund contribution checkup, which can help maximize financial and tax-planning benefits and make charitable giving more enjoyable.
Every two years since 2006, Congress has renewed the charitable IRA rollover, a valuable tax planning tool, but financial advisers and donors are never sure if it will happen.
What if you could do something similar to a charitable IRA rollover now, with more clients qualifying, fewer downsides and numerous advantages?
