New laws! New regulations! New rules! It can be hard to keep up with all the changes. In this plain language, practical presentation, Russell James, J.D., Ph.D., CFP®, will provide the latest tips on the smartest ways to give in 2021 and beyond.
This presentation will cover charitable strategies including the “charitable swap” for appreciated securities, the 100% income deduction, IRA checkbook gifts, qualified charitable distributions, gift bunching, double-counting with the qualified business income deduction, and many other ways to avoid income, capital gains, estate, and gift taxes.
This webinar was provided at no cost thanks to the TMS Foundation. Visit the Foundation website to learn more.
Live Event: Wednesday, October 13, 2021
Director of Graduate Studies in Charitable Financial Planning, Texas Tech University