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Year-End Tax Planning › Charitable Donations

Year-End Tax Planning refers to the process of structuring assets to ensure an individual or entity receives the most favorable tax treatment under the law. Some aspects of Year-End Tax Planning include... more +
Year-End Tax Planning refers to the process of structuring assets to ensure an individual or entity receives the most favorable tax treatment under the law. Some aspects of Year-End Tax Planning include strategies to maximize deductions, defer income to a future date, take advantage of current laws before they expire at year's end, and establish certain types of specialized trusts, to name a few.  less -
Pullman & Comley, LLC

'Tis the Season for Giving Charitable Giving Through Donor Advised Funds

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Have you considered establishing a donor advised fund as part of your year end giving? A donor advised fund is a type of charitable giving vehicle that allows you to make an irrevocable contribution to a charitable...more

Bowditch & Dewey

Year-End Charitable Giving and IRA Qualified Charitable Distributions

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As the 2023 tax year winds down, owners of individual retirement accounts (IRAs) might consider combining the 2023 tax benefits of charitable giving with a qualified charitable distribution (QCD) from their IRA....more

Schwabe, Williamson & Wyatt PC

Estate Planning and Business Transition Considerations for Year-End Preparations

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As we enter the homestretch of 2023, it’s the perfect time to reexamine plans and action items. There are plenty of items to address, and it’s best to do so sooner rather than later. When you review year-end estate planning...more

Stark & Stark

[Webinar] Year End Estate Planning - December 13th, 3:00 pm - 4:00 pm PST

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Robert F. Morris, Esq. will lead a discussion on important end of year estate planning topics, including: - End of year gifting including annual exclusion gifts; - Strategies for larger gifts; - Charitable gift...more

Stark & Stark

[Webinar] Year End Estate Planning - December 13th, 9:00 am - 10:00 am PST

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Robert F. Morris, Esq. will lead a discussion on important end of year estate planning topics, including: - End of year gifting including annual exclusion gifts; - Strategies for larger gifts; - Charitable gift...more

Warner Norcross + Judd

Year-End Tax Planning Opportunities

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2022 has been a busy year for most people. As this year is rushing toward the end, it is important ensure that you have taken advantage of the planning options available to you. Income Tax Planning Opportunities- The first...more

Schwabe, Williamson & Wyatt PC

Issues to Consider for Estate Planning and Business Transitions Before Year-End

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With the end of the year just around the corner, it’s a good time to reassess plans and action-items. When reviewing your year-end estate planning or business transition concerns, there are several things to contemplate and...more

Bowditch & Dewey

Year-End Charitable Giving and IRA Qualified Charitable Distributions

Bowditch & Dewey on

As the 2021 tax year winds down, owners of individual retirement accounts (IRAs) might consider combining the 2021 tax benefits of charitable giving with a qualified charitable distribution from your IRA. If you are at least...more

Schwabe, Williamson & Wyatt PC

Some Estate Planning and Business Transition Issues Not to Overlook Before 2021 Year-End

Schwabe, Williamson & Wyatt PC on

As we enter the final quarter of 2021, there are many things still to do and plan for before the end of the year. There are also some timing considerations given proposed legislative changes and the lead time needed to...more

Foley & Lardner LLP

Charitable Planning In the Year of a Business Sale – Part 1 of 2

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Business owners who work hard to grow a business and sell it (hopefully, with a substantial windfall) oftentimes focus on philanthropy and making a difference with their new-found wealth. Successful sellers usually recognize...more

BCLP

Expanded Tax Benefits for Giving to Charity, 2020 Forms 990-T and 4720 Revisions and Other News

BCLP on

Year-end reminder: Expanded tax benefits help individuals and businesses give to charity during 2020 - The IRS today explained how expanded tax benefits can help both individuals and businesses give to charity before the...more

Schwabe, Williamson & Wyatt PC

Estate Planning and Business Transition Issues Not to Overlook Before the Year-End - Update

Schwabe, Williamson & Wyatt PC on

Believe it or not, we are now in the final stretch of 2020. There are many things still to do and plan for before the end of the year. When reviewing your year-end estate planning or business transition concerns, there are...more

Bowditch & Dewey

Maximizing End-of-Year Charitable Giving

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As the holiday season approaches, people are thinking about giving to charitable organizations. As a donor, you can be both philanthropic and tax-efficient in your charitable giving. Estate Planning - One way to give is...more

Schwabe, Williamson & Wyatt PC

Estate Planning and Business Transition Issues Not to Overlook Before the Year-End

Schwabe, Williamson & Wyatt PC on

Believe it or not, we are now in the final stretch of 2020. There are many things still to do and plan for before the end of the year. When reviewing your year-end estate planning or business transition concerns, there are...more

Katten Muchin Rosenman LLP

2019 Year-End Private Wealth Advisory

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In 2019, the Tax Cuts and Jobs Act (the Act) and its resulting tax reform continued to dominate the planning landscape. As outlined in our 2018 Year-End Estate Planning Advisory, the Act made significant changes to individual...more

Verrill

2018 Year-End Estate Planning Update

Verrill on

Federal Transfer Taxes - The Internal Revenue Service has announced the annual inflation adjustments for the 2019 tax year... Federal unified gift and estate tax exclusion increasing to $11,400,000: As of January 1,...more

Burr & Forman

2017 Year-End Tax Planning in Light of Tax Reform

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What a week for U.S. tax law! Last Friday, three days before the deadline he had set for himself and Congress, President Donald Trump put his signature to the Tax Cuts and Jobs Act of 2017 (“TCJA” or the “Act”), which enacts...more

Goulston & Storrs PC

Private Client & Trust Tax Reform Advisory

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On December 22, 2017, the President signed into law H.R. 1, informally known as the “Tax Cuts and Jobs Act” (the “Act”), implementing sweeping changes to United States income tax regimes for individuals and businesses and...more

Bradley Arant Boult Cummings LLP

Department of Revenue Issues Favorable Ruling for Tax Credit Scholarship Donors - State & Local Tax Alert: Alabama Edition

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Since the landmark Alabama Accountability Act was enacted in 2013, allowing individual and corporate donors to provide scholarship funds for underprivileged children in our state who are zoned for underperforming public...more

Bradley Arant Boult Cummings LLP

Year-End Tax Planning with Tax Credit-Funded Scholarships

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The Alabama Accountability Act provides state income tax credits to certain donors who make contributions to a state-approved scholarship granting organization (SGO). Alabama’s neediest school children can be helped at little...more

Nexsen Pruet, PLLC

"Tips from IRS for Year-End Gifts to Charity"

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On November 25, the Internal Revenue Service published "Tips from IRS for Year-End Gifts to Charity." The goal was to remind "individuals and businesses making year-end gifts to charity that several important tax law...more

Dentons

IRA Charitable Rollover Extended

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For some, the end of the calendar year means more than just the deadline for charitable contributions for the tax year. December 31 is also the deadline to take certain mandatory distributions from individual retirement...more

Farella Braun + Martel LLP

Six IRS Rules to Follow for Year-End Gifts to Charity

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The holiday season is often a time for charitable gift giving. Here is a list of tax rules to follow to ensure your charitable deduction is respected by the IRS: - Qualified Charities. You can only deduct gifts to...more

Perkins Coie

'Tis the Season for Year-End Charitable Gifts

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As you are making your list and checking it twice, you might want to consider whether you want to make any year-end gifts to your favorite charities. If you do, you will be in good company. According to the National...more

Katten Muchin Rosenman LLP

2013 Year-End Estate Planning Advisory

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In this issue - - Federal Estate, GST and Gift Tax Rates - Annual Gift Tax Exclusion - Federal Income Tax Rates - President’s Budget Proposal for Fiscal Year 2014 - Important Planning...more

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