How to Realize Tax Benefits for Charitable Clients Reviewed by Momizat on . Changes in the tax code have doubled the standard deduction, meaning that clients who donate money to charity may not see the tax benefits to which they are acc Changes in the tax code have doubled the standard deduction, meaning that clients who donate money to charity may not see the tax benefits to which they are acc Rating: 0
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How to Realize Tax Benefits for Charitable Clients

Posted date: May 08, 2019 In: QuickPress

Changes in the tax code have doubled the standard deduction, meaning that clients who donate money to charity may not see the tax benefits to which they are accustomed. Advisers can help by encouraging clients older than 70½ to use qualified charitable distributions and having younger clients use gift clumping strategies. Volume 1 of The Adviser’s Guide to Financial and Estate Planning has several chapters dedicated to charitable and giving strategies.

To read the full article in Financial Planning, click: How to Realize Tax Benefits for Charitable Clients.

The National Association of Certified Valuators and Analysts (NACVA) supports the users of business and intangible asset valuation services and financial forensic services, including damages determinations of all kinds and fraud detection and prevention, by training and certifying financial professionals in these disciplines.

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