Senior Wealth Advisor Brian Niksa, CFP® discusses “How to optimize your charitable planning,” for the Daily Herald Business Ledger. The article discusses three main charitable giving strategies.
Read MoreIn many ways, the Tax Cuts and Jobs Act (TCJA), passed in December 2017, marked the beginning of a new approach to tax planning.
Read MoreIn contrast to traditional methods that typically involve budgeting for one-time annual donations directly to charity, “planned giving” involves making significant gifts to charities that are arranged in the present to be granted in future years.
Read MoreFor most individuals, the main goal of giving to charity is not necessarily to take advantage of the income tax deduction or to receive some benefit in return, but rather to support an organization that has a mission they believe in.
Read MoreHave you ever given something to an organization and wondered if it would count as a tax-deductible charitable donation?
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