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As 2023 makes way for 2024, you’re no doubt inundated with information about the various IRS thresholds that are subject to adjustment. But have you thought about how each of these thresholds might be connected with your clients’ charitable giving?
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The rising popularity of the Qualified Charitable Deduction –” QCD” appears to be inspiring an increasing number of retirees to re-evaluate their charitable giving plans.
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Year-end giving makes up a significant portion of total revenue for most charitable organizations. Research even shows that a whopping 25% of online giving occurs in December!
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As an advisor, you often talk with your clients about life insurance–how much is enough and which policies are best suited for a client’s particular situation.
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Whether you are an estate planning attorney, financial advisor, or accountant, you’ve probably seen an uptick in client questions about tax deductions–and tax rules in general–over the last few years. Tax law changes at the end of 2017 have caused a lot of ongoing taxpayer confusion.
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