Latest
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How to Decide How Much Money You Can Afford to Gift in Your Lifetime
Deciding how much of your wealth to give to charity or your kids depends on your life stage. Here are key considerations based on age.
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MacKenzie Scott Just Gave Away Another $640 Million. Here’s Where the Money Went
MacKenzie Scott, Billionaire ex-wife of Amazon's Jeff Bezos just gave away another $640 million in gifts of $1M to $2M to 361 nonprofit groups.
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Avoid Surprises: Don’t Procrastinate on Your Taxes
You really should start thinking about next year’s taxes immediately after filing this year’s. Better tax efficiency could save you some serious dough.
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Should a Donor-Advised Fund Be Part of Your Estate Plan?
A donor-advised fund, or DAF, lets the donor reap tax benefits while also being able to direct how the money is distributed and invested.
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What to Do When You Have More Retirement Income Than You Need
These three options can help you allocate extra income in ways that don’t push you into a higher tax bracket or trigger extra taxes.
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How to Report QCDs on Your Tax Return: The Tax Letter
The Tax Letter Qualified charitable distributions, otherwise known as QCDs, can be tricky when it comes to tax reporting. We've got some pointers to help with filing.
The Tax Letter -
Three Ways to Make the Most of Your Year-End Giving
Understanding how to maximize your charitable donations can help you stay on budget and help the causes you are passionate about.
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If You Give to Charity, ‘Bunching’ Could Save You Thousands
This simple tax strategy, using a donor-advised fund (DAF), lets taxpayers who don’t normally qualify for itemized deductions access the charitable deduction.
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'Tis the Season for Charitable Giving's Many Benefits
Giving to charity can bring together multiple generations during the holidays to learn about the family’s values. And, of course, there are tax breaks…
