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Posts Tagged ‘tax preparer’

Donating Appreciated Stock vs. Using a Qualified Charitable Distribution

By Brian Ellenbecker | September 15, 2021

For charitably inclined individuals, there are an abundance of options available to donate money to charity while also maximizing the tax benefit.  Two of the most popular options are donating…

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Benefits of Donating to Charity Using Your Retirement Assets

By Kevin Reardon | February 3, 2021
Blog Benefits Of Donating To Charity Using Your Retirement Assets

By Kevin Reardon, CFP® How can you use your retirement assets to lower your taxes and make a difference in the world? Make a tax-free Qualified Charitable Distribution (QCD) gift…

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