Tag: QCD

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 […]

6 Tax Strategies To Help High Earners Maximize Their Money This Year

When you hear about taxes, you might think of filing your tax return in April. But there are numerous tax planning moves to strategically maximize your current and future tax liability outside the typical tax filing deadline. The catch? Most of those opportunities expire on December 31 for the current tax year. To help you […]