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Can charitable gifts be deducted—and how do you maximize the benefit? Elevate Wealth Advisory's Deanne Rosso and Rob Fezekas explain the itemizing hurdle, how the higher standard deduction interacts with OBBBA’s SALT cap change, and a powerful strategy: donating appreciated assets to avoid capital gains while potentially deducting fair market value.Highlights:-When itemizing beats the standard deduction-Donating appreciated stock/ETFs/real estate: how it works-Record-keeping essentials for tax timeTalk through your gifting strategy: elevate-wealth.com → “Let’s Talk.”#AthensGA #AthensWealthAdvisor #AthensFinancialPlanner #InvestmentPlanner #TaxEfficientGiving #AppreciatedAssets #CharitableDonations #WealthManagement #FinancialPlanning #GeorgiaTaxes #OBBBA
By Elevate Wealth AdvisoryCan charitable gifts be deducted—and how do you maximize the benefit? Elevate Wealth Advisory's Deanne Rosso and Rob Fezekas explain the itemizing hurdle, how the higher standard deduction interacts with OBBBA’s SALT cap change, and a powerful strategy: donating appreciated assets to avoid capital gains while potentially deducting fair market value.Highlights:-When itemizing beats the standard deduction-Donating appreciated stock/ETFs/real estate: how it works-Record-keeping essentials for tax timeTalk through your gifting strategy: elevate-wealth.com → “Let’s Talk.”#AthensGA #AthensWealthAdvisor #AthensFinancialPlanner #InvestmentPlanner #TaxEfficientGiving #AppreciatedAssets #CharitableDonations #WealthManagement #FinancialPlanning #GeorgiaTaxes #OBBBA