One of the many reasons to donate is supporting causes or organizations that are important to you. From homelessness to the arts to victimized animals, there’s almost certainly an organization doing good work. But is… Read More
How To Use Charitable Giving As A Tax Strategy
The primary goal of charitable giving is to support causes and organizations that are meaningful to you, but you shouldn’t overlook potential tax benefits. Understanding these benefits, and more specifically, the tax treatments of different… Read More
The New Deduction Limitation and Georgia HEART and GOAL Programs
One of the most controversial aspects of the new tax law is the limitation on the deduction for state and local taxes. The limit was set at $10,000, and as a result, many affluent taxpayers… Read More
3 Charitable Options to Reduce Your Taxes
Updated January 2020 to reflect the SECURE Act changes Charitable decisions typically aren’t solely driven by a desire for a tax break. Most of us make philanthropic contributions because there are causes or institutions that… Read More
Fee Only Wealth Management: How to Optimize Charitable Giving
Charitable giving is a key topic in fee only wealth management, and client interest in the topic usually peaks around the holiday season. Not only are people more charitably inclined that time of year, but… Read More