It’s the season for tax planning. Below are three key tax strategies for your clients:
We know you strive to identify the optimal tax strategies for each client’s charitable giving. As always, please contact us to find out how we can make year-end tax savings as easy as possible for you and your clients.
No matter how aggressive the planning strategy and the resulting tax savings, your clients almost certainly would have more money for themselves and their families if they didn’t give money to charities. They probably don’t take their charitable giving lightly and intend for their charitable dollars to make a difference in the causes they care about. The Community Foundation has its finger on the pulse of the needs in our county and which organizations are helping and how.
See where Forbes list of the 25 most philanthropic billionaires give their charitable dollars.