Life Isn’t Lived on a Spreadsheet

Understanding Charitable Giving Tax Implications To Maximize Your Impact (Ep.13)


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Do you plan on donating money to your favorite charities? First, let’s understand the tax implications so you can maximize your charitable impact. In this release, Ryan Poterack discusses the nuances of charitable giving. He describes the strategies like qualified charitable distributions and donor-advised funds, and the benefits of donating appreciated assets.  Ryan is eager …

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Life Isn’t Lived on a SpreadsheetBy Ryan Poterack