The strategic gifting of S corp stocks offers a powerful combination of philanthropy and fiscal prudence. Understanding these scenarios and incorporating them into the financial and philanthropic plans of your clients can aid them in maximizing their generosity and tax savings, creating a win-win situation for all parties involved.
Category Archives: Gifts by Asset Type
3 Methods of Using Life Insurance for Charitable Planning
Life insurance has many uses in charitable gift planning, especially in high-end, sophisticated gift planning. As a way to provide a benefit to the charity and also provide tax or other financial benefits to the donor, life insurance can be used in situations in which other assets can’t. Planning considerations with life insurance are complex, owing to issues based on tax, insurance, and securities law. Here are various ways life insurance is used in charitable giving.
Enlightening Conversation with Tax Attorney Alan Gassman
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Tax Filing Q&A for Donors Who Made a Qualified Charitable Distribution “QCD”
2021 was the first year after the 2019 SECURE Act passed, which required a minimum distribution for IRA owners who’veContinue reading “Tax Filing Q&A for Donors Who Made a Qualified Charitable Distribution “QCD””
Real Estate Scenarios with Bryan Clontz
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Net Unrealized Appreciate for Employee Stock Ownership
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Life Insurance
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Introduction to Gifts of Intellectual Property
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Introduction to Nonqualified Annuities
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Introduction to Gifts of Agricultural Commodities
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