Charitable Planning
Archive for the ‘Charitable Planning’ Category
Did You Make a Qualified Charitable Distribution in 2022?
How you report your charitable distributions matters. If you made a QCD from your IRA in 2021, keep reading.
#GivingTuesday
#GivingTuesday is about giving back. Here are some ideas to help you make a difference.
How to Donate and Still Benefit
For most people, charitable giving involves writing checks to the charities of their choice. However, changes in the tax law, as well as an increase in the number of solicitations received from charities, have created a demand for a way to donate more efficiently. One way to do this is through a Donor Advised Fund […]
Charitable Giving Under the New Tax Laws
I’ve been having more conversations lately with clients about charitable giving. While I have found many to be very generous in their charitable giving, the uptick in conversation is likely due, at least in part, to an overriding concern about a lack of civility in the world. Yet, while specific giving opportunities have arisen recently […]
Stay Up To Date
© 2025 Access Wealth. All Rights Reserved.
