Charitable Giving
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Smart Giving: 3 Strategies for Wise Gifting
Understanding how to strategically gift can be a game-changer for families and individuals aiming to minimize their tax obligations and help those that they care about the most. Here are 3 strategies to consider: Every year, individuals can gift up to a certain amount to as many people as they want without incurring gift tax.…
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5 Steps to Make the Most of Charitable Giving
If your definition of financial independence or freedom includes sharing your financial assets with others, you would be well served by creating a strategy, a charitable giving strategy. Follow this link to our checklist that will help you in creating this plan. You may also find these five steps helpful in getting started. Carrie Schwab-Pomerantz…