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

64 ratings


More shows like The Long Game

View all
Masters in Business by Bloomberg

Masters in Business

2,174 Listeners

We Study Billionaires - The Investor’s Podcast Network by The Investor's Podcast Network

We Study Billionaires - The Investor’s Podcast Network

3,369 Listeners

Main Street Business by Mark J Kohler and Mat Sorensen

Main Street Business

588 Listeners

Stay Wealthy Retirement Podcast by Taylor Schulte, CFP®

Stay Wealthy Retirement Podcast

600 Listeners

Animal Spirits Podcast by The Compound

Animal Spirits Podcast

1,998 Listeners

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

The Perfect RIA

454 Listeners

Down the Middle by Peter Mallouk & Jonathan Clements

Down the Middle

142 Listeners

The Long View by Morningstar

The Long View

885 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

241 Listeners

Barron's Advisor by Barron's Advisor

Barron's Advisor

108 Listeners

The Investopedia Express with Caleb Silver by Investopedia

The Investopedia Express with Caleb Silver

236 Listeners

The Long Term Investor by Peter Lazaroff

The Long Term Investor

127 Listeners

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

Facts vs Feelings with Ryan Detrick & Sonu Varghese

43 Listeners

The Morgan Housel Podcast by Morgan Housel

The Morgan Housel Podcast

988 Listeners

Moneywise by Hampton

Moneywise

646 Listeners