Year-end Charitable Gift Planning in 2021

By Peggy Stephan | November 20, 2021

In the last few years, so much has changed about charitable gift planning.  We offer a bit of recent history on the changes, and suggest some strategies that may help you reduce your tax bill while supporting the charities of your choice. In 2018 the Tax Cuts and Jobs Act (TCJA) raised the standard income…

Read More

Charitable Gifts in the Current Tax Environment

By Peggy Stephan | November 6, 2019

The Tax Cuts and Jobs Act of 2018 made substantial changes to the tax code, and affected ability of many Americans to deduct charitable donations. Here are some strategies to help you maximize your tax savings while supporting organizations and causes that are important to you: Give something, get something Often we support a charitable…

Read More