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.