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…

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Year-End Charitable Giving in 2020

By Peggy Stephan | October 13, 2020

The CARES Act passed last March creates some changes in the rules for charitable deductions in 2020, and some which may extend beyond the current tax year.  In addition, there are a number of tax-efficient gifting strategies you may wish to consider, which we’ll be discussing below.  Many charitable organizations are experiencing higher demand than…

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