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So long, 2022: Important charitable tax planning reminders as the year winds down Now is the time to share important reminders with your clients about year-end gifts. Time is indeed of the essence! Gifts of appreciated stock still shine Giving in a roller coaster market may continue to be a real concern for many of […]
Five of 2022’s most-asked questions about Qualified Charitable Distributions Qualified Charitable Distributions, or “QCDs,” are becoming a very popular financial and charitable planning tool. At the same time, QCDs are growing as the source of more and more confusion. Here are answers to the questions most frequently asked this year by both advisors and […]
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