eMoney Advisor

JANUARY 31, 2023

We also follow a cadence that helps us plan our schedule. We start the year with a session focused on budgeting and typically end the year with a webinar related to tax and charitable planning. Those seeking professional advice may do so by consulting with a professional advisor.

Education 103

Education Financial Planning Clients Planning 103

eMoney Advisor

NOVEMBER 29, 2022

It’s a good idea to consult a qualified tax advisor to calculate the effect of deductible IRA contributions on QCDs and make sure they aren’t missed on the tax return. Those seeking professional advice may do so by consulting with a professional advisor. See the Top 10 Giving Strategies.

Charitable Planning 53

Charitable Planning Distribution Taxes Clients 53

James Hendries

NOVEMBER 26, 2022

Those appreciated assets can be donated directly to charity without you or the charity incurring capital gains taxes (consult your tax professional to be sure). If you have any questions or need help mapping out your Charitable Plan, set an appointment to discuss with your financial professional. Selling Your Personal Info.

Charitable Planning 52

Charitable Planning Nonprofit Taxes Planning 52