Top Strategies for the End of the YearSubmitted by American Endowment Foundation on November 20th, 2017
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.
Recently, Laura J. Malone, CAP, CEPA,Vice President of Corporate/Complex Giving at American Endowment Foundation (AEF) and Mark W. Miller, CPA, Partner at Sikich LLP, conducted a webinar that looked at how donor advised funds can be leveraged to better aid your clients and their financial planning and charitable giving during the holidays and long after.
This webinar reviewed:
- The importance of the charitable planning discussion in year-end financial and tax planning.
- Rethinking how itemized deductions are used as a way to consolidate giving for greater tax efficiency.
- Leveraging appreciated assets in investment and retirement accounts.
- Create tax efficient planning strategies for complex assets like insurance, real estate and closely held stock.
Click here to access the video recording
Call us at 1-888-660-4508 or contact us and learn more about how a donor advised fund can play a role in the charitable and financial plans of your clients.