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Recent Posts
What Did We Learn about Investments in 2023?

Reflecting on the tumultuous investment landscape of 2023, Buckingham Strategic Partners distilled invaluable insights into their “Top 10 Investment Lessons of 2023.” ...

The post What Did We Learn about Investments in 2023? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

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What Does the IRS’s recruiting efforts mean for taxpayers?

The IRS’s recent intensification in recruitment to address wealthy taxpayers is raising eyebrows among high-net-worth ...

The post What Does the IRS’s recruiting efforts mean for taxpayers? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

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Entrepreneur Estate Plans For Those Who Choose To 1) Ready, 2) Fire, THEN 3) Aim

Estate planning for business owners, particularly those known for impulsive decision-making, requires a nuanced approach. ...

The post Entrepreneur Estate Plans For Those Who Choose To 1) Ready, 2) Fire, THEN 3) Aim first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

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Maximize Your Charitable Impact with These Four Strategies

As the year draws to a close, it’s a perfect opportunity to rethink how you give to charity. This is important for managing how much tax you pay and how much help reaches those in need. Here are four effective strategies:

  1. Donate Stocks Instead of Cash: If you own stocks or mutual funds that have increased in value, consider donating them. This way, you avoid paying taxes on their gains, and the full value goes to charity. It’s a smart way to reduce taxes and support your favorite causes.
  2. Gift from Your Retirement Account: If you’re over 70½ years old, you can transfer money directly from your IRA to a charity. This method doesn’t count as taxable income, which can be beneficial for managing your taxes.
  3. Combine Your Donations into One Year (Bunching): If your donations in a single year exceed your standard tax deduction, you get more tax benefits. This strategy involves giving more in one year and less in others but still supports your chosen charities effectively.
  4. Large Upfront Donations Spread Over Time: Using a Donor-Advised Fund (DAF) or a Charitable Lead Trust, you can make a big donation now, which is spread over several years. This is particularly useful if you expect to be in a higher tax bracket in the future.

Need Guidance? Reach Out to Us!

These strategies are just a starting point. There are many ways to align your charitable giving with your financial goals. If you need more information or have questions, we’re here to help. Contact us to explore the best charitable giving options for your situation.

Read the full article for more in-depth information: 4 Charitable Giving Strategies to Maximize Your Impact​​.

Schedule your free Exploratory phone call

Click here to see how we
can be of assistance.

Careers/Open Positions

Explore all available job
listings and become a part of an amazing team.

Our Social Media

Connect with us on Social Media using the following buttons:

Visit our Podcasts

Listen in, Join the Conversation!

Recent Posts
What Did We Learn about Investments in 2023?

Reflecting on the tumultuous investment landscape of 2023, Buckingham Strategic Partners distilled invaluable insights into their “Top 10 Investment Lessons of 2023.” ...

The post What Did We Learn about Investments in 2023? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
What Does the IRS’s recruiting efforts mean for taxpayers?

The IRS’s recent intensification in recruitment to address wealthy taxpayers is raising eyebrows among high-net-worth ...

The post What Does the IRS’s recruiting efforts mean for taxpayers? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
Entrepreneur Estate Plans For Those Who Choose To 1) Ready, 2) Fire, THEN 3) Aim

Estate planning for business owners, particularly those known for impulsive decision-making, requires a nuanced approach. ...

The post Entrepreneur Estate Plans For Those Who Choose To 1) Ready, 2) Fire, THEN 3) Aim first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more