eMoney Advisor

JANUARY 31, 2023

But my thinking changed when I realized that as a planning-led firm, we should be providing more to our clients than market updates—we were missing a big opportunity. Developing topics, engaging speakers, and creating presentation content are all time-consuming and require careful advanced planning.

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

So, here is a list of things for you to think about as you consider your year-end charitable donations. Make a Plan. Ideally, at the beginning of every year – with your financial professional – you would map out a plan to maximize the tax benefits of your giving. Really think through what is important to you and what you want.

Charitable Planning 52

Charitable Planning Nonprofit Taxes Planning 52