The Long Game

How to Maximize Deductions Through Giving to Charity in the Most Efficient Way


Listen Later

Many people give to charity but may not be doing so in the most tax-efficient way. In this episode, you'll learn:

  • How charitable deductions work (and when they benefit you)
  • The advantages of using Donor Advised Funds (DAFs)
  • How donating appreciated stock can lead to significant tax savings
  • Tips for high-income earners on structuring their charitable giving for optimal tax benefits

---------

✅ Financial planning for 30-50 year old entrepreneurs: ⁠⁠⁠⁠⁠⁠https://www.allstreetwealth.com⁠⁠⁠⁠⁠⁠⁠⁠

✅ My personal blog & newsletter: ⁠⁠⁠⁠⁠⁠https://www.thomaskopelman.com⁠⁠⁠⁠⁠⁠⁠⁠

Disclaimer: None of this should be seen as financial advice. It is just for informational purposes.

...more
View all episodesView all episodes
Download on the App Store

The Long GameBy Thomas Kopelman

  • 4.7
  • 4.7
  • 4.7
  • 4.7
  • 4.7

4.7

65 ratings


More shows like The Long Game

View all
Money Guy Show by Brian Preston and Bo Hanson

Money Guy Show

3,213 Listeners

Main Street Business by Mark J Kohler and Mat Sorensen

Main Street Business

587 Listeners

Animal Spirits Podcast by The Compound

Animal Spirits Podcast

2,014 Listeners

Small Business Tax Savings Podcast by Mike Jesowshek, CPA

Small Business Tax Savings Podcast

253 Listeners

Bogleheads On Investing Podcast by bogleheads

Bogleheads On Investing Podcast

601 Listeners

The Perfect RIA by Matthew Jarvis, CFP® & Micah Shilanski, CFP®

The Perfect RIA

453 Listeners

The Compound and Friends by The Compound

The Compound and Friends

2,115 Listeners

The Long View by Morningstar

The Long View

907 Listeners

Kitces and Carl - Real Talk for Real Financial Advisors by Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP

Kitces and Carl - Real Talk for Real Financial Advisors

248 Listeners

Barron's Advisor by Barron's Advisor

Barron's Advisor

107 Listeners

Ask The Compound by The Compound

Ask The Compound

315 Listeners

The Long Term Investor by Peter Lazaroff

The Long Term Investor

150 Listeners

The Efficient Advisor: Tactical Business Advice for Financial Planners by Libby Greiwe

The Efficient Advisor: Tactical Business Advice for Financial Planners

131 Listeners

Facts vs Feelings with Ryan Detrick & Sonu Varghese by Carson Investment Research

Facts vs Feelings with Ryan Detrick & Sonu Varghese

42 Listeners

The Great Retirement Debate with Ed Slott & Jeffrey Levine by The Great Retirement Debate with Ed Slott & Jeffrey Levine

The Great Retirement Debate with Ed Slott & Jeffrey Levine

145 Listeners