Three critical tips for QCD Donors (and Accountants) to remember when filing their tax returns

As the number of gifts continues to increase from Qualified Charitable Distributions (QCDs) so are the notice of deficiency letters sent by the IRS. These notices do not mean the donor is going to lose the tax benefit of their QCD (especially when done correctly) however it’s reported to be a stressful distraction that noContinue reading “Three critical tips for QCD Donors (and Accountants) to remember when filing their tax returns”