Giving Guidance It’s not too early for spring cleaning: Make this the year to help clients get organized Giving Guidance Client conversations: Why your 2023 agenda should include charitable giving Giving Guidance Farewell, 2022. Important charitable tax planning reminders and deadlines. Giving Guidance Five of 2022’s most-asked questions about Qualified Charitable Distributions (QCDs) Giving Guidance Reducing Capital Gains Tax from Mutual Fund Distributions Giving Guidance Highly-appreciated stock: If your client missed the ideal window, it’s still not too late to support charity Giving Guidance Inherited IRAs: Big headache, or big opportunity? Giving Guidance QCD enhancements: Steps forward Giving Guidance Bunching, long-term appreciated assets, and the fruits of helping younger clients plan their charitable giving Next Receive Giving Guidance Updates Sign up to receive CFHZ’s Giving Guidance newsletter Email Δ
