All too often, individuals with highly appreciated assets—stock, real estate, or a business interest—struggle to find a tax-efficient way to unlock their value. Selling outright can trigger a significant capital gains tax bill, and that can feel like a frustrating tradeoff. Read more…
Donating Appreciated Securities: A Smart Strategy for Tax-Efficient Giving
When it comes to charitable giving, even high-net-worth individuals may believe you can't be generous and make a big impact while maximizing tax opportunities, but with savvy financial planning, you may not have to choose. Read more…
Donor Considerations & Best Practices for Charitable Giving
As the end of each year approaches, conversations with many of our wealth management clients turn to strategies for lowering their tax bill. Read more…
Understanding Donor-Advised Funds: A Comprehensive Guide
The use of donor-advised funds (DAF) as a charitable giving vehicle has exploded in popularity in recent years. Read more…
Charitable Contributions with Equity Compensation, Estate Planning and Taxes
A charitable contribution is the gift of cash or property made to a nonprofit organization. The gift is meant to help an organization accomplish its goals, and the donor receives nothing in return. In most years, taxpayers can deduct cash charitable donations to public charities of up to 60% of Read more…
Getting More from Giving Back
From a young age, I’ve enjoyed giving back. Almost every year of high school and college I participated in a mission trip. Since college I’ve had the amazing opportunity to travel to Uganda to help those in need. (See some of the life lessons I learned on this amazing trip). Each trip was unique, Read more…
