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

67 ratings


More shows like The Long Game

View all
Money Guy Show by Brian Preston and Bo Hanson

Money Guy Show

3,258 Listeners

Your Money, Your Wealth by Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors

Your Money, Your Wealth

811 Listeners

The Meb Faber Show - Better Investing by The Idea Farm

The Meb Faber Show - Better Investing

945 Listeners

ChooseFI by ChooseFI

ChooseFI

5,158 Listeners

The Retirement and IRA Show by Jim Saulnier, CFP® & Chris Stein, CFP®

The Retirement and IRA Show

757 Listeners

White Coat Investor Podcast by Dr. Jim Dahle of the White Coat Investor

White Coat Investor Podcast

2,460 Listeners

Stay Wealthy Retirement Podcast by Taylor Schulte, CFP®

Stay Wealthy Retirement Podcast

682 Listeners

Animal Spirits Podcast by The Compound

Animal Spirits Podcast

2,023 Listeners

Bogleheads On Investing Podcast by bogleheads

Bogleheads On Investing Podcast

613 Listeners

The Compound and Friends by The Compound

The Compound and Friends

2,157 Listeners

The Long View by Morningstar

The Long View

925 Listeners

Excess Returns by Excess Returns

Excess Returns

84 Listeners

Ready For Retirement by James Conole, CFP®

Ready For Retirement

830 Listeners

Ask The Compound by The Compound

Ask The Compound

336 Listeners

The Morgan Housel Podcast by Morgan Housel

The Morgan Housel Podcast

1,034 Listeners