By Skyline On Friday, December 02 nd, 2016 · In ,

FIELD NOTE: DECEMBER 2016

HOLIDAY GIVING

image

Twenty-four percent of all charitable giving occurs during the holiday season. In conjunction with this effort, advisors search for strategies that efficiently reduce taxable income and thus enhance one's gifting power. Did you know the type of organizations to which you give and the category of asset transferred determine a taxpayer's write-off? For instance, cash given to a public charity is deductible up to 50% of adjusted gross income (AGI), while real property given to charitable lead trust can only be deducted up to 20% of AGI. If you are ready to make a gift this year, your advisor may be able to enhance its size with a little tax know-how.

Sources: Giving USA Foundation, The Giving Institute, Center on Philanthropy

image
image
The 4% Distribution Rule

The 4% Distribution Rule

When Self-Control Fails

When Self-Control Fails

Second Quarter Market Review 2018

Second Quarter Market Review 2018

Cognitive Biases (Part Two)

Cognitive Biases (Part Two)

Cognitive Biases (Part One)

Cognitive Biases (Part One)

Understanding Returns: Dividend Reinvestment

Understanding Returns: Dividend Reinvestment

First Quarter Market Review 2018

First Quarter Market Review 2018