Warne case shows split donations trigger minority discounts, reducing estate tax benefits for wealth management clients ...

What Is Tax-Efficient Charitable Giving in Retirement? Tax-efficient charitable giving in retirement refers to strategies that retirees can use to maximize the impact of their charitable contributions ...

If you’re looking for a tax-smart way to support a cause you care about, donating stock to charity could be a great option. Instead of giving cash, you can donate appreciated stocks, avoid capital ...

A charitable donation tax deduction can help you lower your tax bill while simultaneously supporting a worthwhile cause. Tax-deductible charitable contributions include goods, cash, and property ...

Since the 2017 tax reform, fewer donors are able to claim deductions for their gifts. But with the right strategies, you may be able to turn your generosity into tax savings this year—before new ...

Giving to a good cause feels great — and if you itemize your taxes, it can also help lower your tax bill. The charitable donation tax deduction lets you write off qualified gifts to nonprofit ...

But those who aren't careful may donate to less than reputable organizations, pay more than they need to in taxes or generally squander their altruistic instincts. Advisors who have experience with ...

The holiday season is synonymous with gift-giving, but making a donation as a gift instead of buying something is more common than ever. Everything's gone up so much in the past few years that people ...

Since the 2017 tax reform, fewer donors are getting deductions for their donations. But with some planning, you may still be able to snag a tax benefit for your generosity this year. Chances are that ...