The Client Who Gives Every Year But Never Gets to Itemize You probably have a few of them. Clients in the wealth-building stage of their lives who give consistently to their church, their alma mater, a cause they care about, and every year that giving disappears into the standard deduction without producing any additional tax…
Helping Your Clients Give Smarter: A Webinar Series for Advisors
This series will offered practical charitable giving strategies and real-world examples to help you deepen client relationships, add value to your advisory practice, and guide clients with confidence at year-end and beyond. TopicsUse the links below to view the the webinar recording and relevant reference materials.
As we approach the end of the year, people often begin to think about year-end charitable donations. Many may write an extra check to their charities of choice. Others may support nonprofits with grants from their donor advised fund. Your clients who are 70 ½ or older have another option. They can choose to use…
