Tag: charitable contributions

Tax-Smart Strategies for Charitable Giving

Charitable giving may be an essential part of your life and legacy. However writing checks here and there might not be the best way to optimize your giving.  Here are some ways to bring intention and strategy to your charitable giving today and in your estate plan for the future. Four Tax-Friendly Ongoing Charitable Giving […]

Financial Moves To Make Before Year End

As the end of the year approaches and the exciting frenzy of the holiday season commences, don’t forget to set aside some time to review these financial moves you should make before the end of 2016. For the most recent contribution limits, gifting thresholds, and RMD rules, please refer to IRS.gov. 1) Deplete your FSA:  […]