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A snapshot of tax-time charitable giving questions
Three questions that are top of mind for many professional advisors, along with answers that can help you serve your clients as you work through 2023 returns and plan for 2024.
For advisors: Helping your clients make the most of their giving
Recent studies show that 85.1% of affluent households give to charity – and that people want their wealth advisors to ask them about charitable giving.
Five tax law developments affecting charitable giving
For professional advisors, including accountants, attorneys, financial advisors and wealth managers, here is recap of five key developments in tax law in 2023 related to charitable giving that are worth keeping an eye on in 2024.