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taxes

Optimizing Tax Strategy & Charitable Giving with a Donor Advised Fund

Submitted by American Endowment Foundation on November 16th, 2020

By Martin S. Schamis, CFP®, VP-Head of Wealth Planning, Janney Montgomery Scott LLC - Philadelphia, Guest Columnist

Tags:
  • charitable giving
  • taxes
  • Read more

Taxes, DAFs, and a Crowded Marketplace

Submitted by American Endowment Foundation on August 24th, 2020

By Eric Kinaitis

According to the BLS, employment growth among financial advisors is expected to grow 7% from 2018 to 2028. So, in a crowded and competitive marketplace, who are the future winners likely to be?

Tags:
  • taxes
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Closely-Held, Non-Publicly Traded Stock: Using a Complex Asset for Better Giving

Submitted by American Endowment Foundation on February 10th, 2020

By Stacey Delich-Gould, Senior Vice President, Senior Trust and Estate Specialist, and Greg Singer, Investment Director, Capital Group Private Client Services - New York City, Guest Columnists

Tags:
  • charitable giving
  • chnpts
  • closely-held shares
  • non-publicly traded stock
  • noncash assets
  • taxes
  • Read more

The Power of Appreciated Stock in Charitable Giving

Submitted by American Endowment Foundation on September 23rd, 2019

By Eric Kinaitis

Is the enjoyable growth that most stockholders have seen over the last decade coming to an end?

Tags:
  • appreciated stock
  • charitable giving
  • taxes
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12 Signs During Tax Season That Clients Need Help with Charitable Planning

Submitted by American Endowment Foundation on March 25th, 2019

By Ken Nopar, Senior Philanthropic Advisor

Increasingly, clients have been discussing charitable planning with their tax and financial advisors, especially since the 2017 Tax Cuts and Jobs Act. Though some clients made changes in the past year or two by bunching donations or establishing donor advised fund (DAF) accounts, many still have not.

Tags:
  • charitable planning
  • taxes
  • Read more

The Best Gifts Under the New Tax Law

Submitted by American Endowment Foundation on July 9th, 2018

By Andrea Kushner Ross J.D., LL.M - Director, Andrew T. Bishop, CFA - Associate Director,  & Jennifer R. Ostberg, CFP ® - Senior Analyst,  Bernstein Private Wealth Management   Guest Columnists

Now that 2017 is behind us, it’s time to start planning for 2018. Specifically, it’s important to think about charitable gifts. Why?

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  • taxes
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Talk to Your Tax Clients Now About Charitable Giving

Submitted by American Endowment Foundation on April 9th, 2018

By Ken Nopar

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  • taxes
  • Read more

Untangling the Tax Cuts and Jobs Act (TCJA)

Submitted by American Endowment Foundation on March 5th, 2018

 

By Eric Kinaitis

The Tax Cuts and Jobs Act (TCJA) provided a massive change to many aspects of traditional tax planning.

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  • taxes
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When Good Deeds Go Punished: The Importance of a Contemporaneous Written Acknowledgement (CWA)

Submitted by American Endowment Foundation on February 12th, 2018

 

By Eric Kinaitis

According to a recent study, Americans gave over $427 billion to charity in 2018, with nearly 68% of that amount coming from individuals.

Tags:
  • contemporaneous written acknowledgement
  • taxes
  • Read more

Charitable Giving After Tax Reform

Submitted by American Endowment Foundation on January 22nd, 2018

By Mark Miller, Guest Columnist

The tax rules governing charitable contributions remained largely intact under the Tax Cuts and Jobs Act, which was recently signed into law by President Trump. The new law actually increases the allowable deduction for cash donations made to public charities from 50 percent of Adjusted Gross Income (AGI) to 60 percent of AGI.

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  • taxes
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