Tag: Gifting


Dec

09

2015
Tis the Season to Gift

Tis the Season to Gift

With the holidays heading into full gear, I wanted to discuss a few strategies available to those who are charitably inclined. Of course, you can gift $14,000 to anyone you wish annually, but these strategies are geared to benefit charities specifically.  Please discuss these concepts with your tax professional as I am only covering the key distinctions and not providing advice. Charitable Remainder Trust (CRT)–allows...

Read More