AEF Insights Blog

By Mark Miller, Guest Columnist

The tax rules governing charitable contributions remained largely intact under the Tax Cuts and Jobs Act, which was recently signed into law by President Trump. The new law actually increases the allowable deduction for cash donations made to public charities from 50 percent of Adjusted Gross Income (AGI) to 60 percent of AGI.

By Eric Kinaitis

By Eric Kinaitis

Every week, we appreciate that thousands of readers take time to open our weekly edition of AEF Insights and take part in learning how a donor advised fund can be a solution for a variety of financial management & tax planning concerns.

Enjoy our 10 most read AEF Insights blog articles from 2017:

By Eric Kinaitis

For many people, the thought of what to give often is synonymous with the concept of bequests. Someone not providing assets to charity until after their death is certainly pragmatic, since those assets would no longer be needed to support the donor’s living expenses.

While the end of the year is fast approaching, it is not too late to have those critical charitable conversations that can reduce your clients' 2017 tax bite and improve your bottom line. The end of the year can be a popular time for charitable giving, with the holiday season inspiring a philanthropic mood and investors having a better view of their annual balance sheets.

By Gavin Morrissey, JD, LLM, AIF®
Guest Columnist

By Martin M. Shenkman, CPA, MBA, PFS, AEP, JD , Guest Columnist

Giving Statistic

By Eric Kinaitis

An article in Investment News covered the alternate reality that an estimated 4.5 million taxpayers are likely to face: the alternative minimum tax (AMT).

Written by Eric Kinaitis

by Ken Nopar