*An Efficient Way to Give – Part Two

(This analysis does not include planning for the use of state tax credits for gifts to qualified charities.) In a previous post, we suggested that direct gifts of your required minimum distributions (RMD) from your IRA trustee or custodian to your church or other charities is a tax-efficient method of giving (as opposed to you [...]

2018-10-31T09:00:14-07:00October 31st, 2018|Uncategorized|Comments Off on *An Efficient Way to Give – Part Two

*An Efficient Way To Give – Part Three

(This analysis does not include planning for the use of state tax credits for gifts to qualified charities.) In two recent posts, we suggested two charitable giving strategies which are even more advisable under the new Tax Cuts and Jobs Act (effective January 1, 2018): -gifting your required minimum distributions (RMD), transferred directly from your [...]

2018-10-25T16:00:13-07:00October 25th, 2018|Uncategorized|Comments Off on *An Efficient Way To Give – Part Three
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