Tag: DAF

2020 Tax Planning Tip: Be smart about your donations

Oct 15, 2020
NEW for 2020: Claim an above-the-line deduction for cash contributions up to $300. Normally, only those taxpayers who itemize deductions on their tax returns can deduct the contributions they make to…

Tax Planning Tools During Times of Uncertainty

Jun 27, 2022
There are tax consequences to virtually any financial move you make – whether it’s investing, saving, spending, donating, or accumulating. Those tax considerations have a direct impact on how much money…

2022 Year-End Tax Planning Tips for Individuals

Nov 09, 2022
This is a brief overview of several year-end tax saving strategies for individuals. Some are straightforward, while others require more analysis and review to tailor them to your particular tax and financial…