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Depending on the economy and the election, they could be on the chopping block as soon as 2021.
August 26Cresset Asset Management -
Several significant changes are probably in store for next tax season.
August 24 -
Major donor-advised fund providers said they’re using webinars, podcasts, social media and emails to nudge clients to give.
June 12 -
Strategies include utilizing charitable trusts to split benefits between multiple beneficiaries and taking advantage of donor-advised funds.
May 26 -
Designating charities as a beneficiary of their retirement accounts is one strategy that can enhance their tax savings.
March 3 -
The sweeping retirement legislation, called the Secure Act, is gaining plenty of headlines. One revision is being overlooked.
February 13 -
Adjusting a federal income tax return depends on personal tax circumstances, “such as the materiality of the error,” an expert says.
December 17 -
Clients who own a business may be eligible for a 20% deduction as a result of tax overhaul. For those who don’t qualify, there are other savvy strategies
December 9 -
Economic factors like changes to the tax code are behind nearly a quarter of all recent giving, according to a new survey.
November 20 -
More than $37 billion flowed into tax-sheltered donor-advised funds in 2018, according to a new report.
November 13