Ep 61: Gifting, Simplified & Tax Smart
As the year hurtles toward its finish a lot of folks are thinking about deadlines they have to meet, gifts to buy, ways they can spread generosity and many more things. On this episode, Brian will encourage you to make room for one more thing... thinking ahead just a little bit about taxes. We're going to talk about gifting, how to simplify it and do it a smart way with regard to tax implications. We'll cover Donor Advised Funds, SALT, RMDs, the standard deduction vs. itemizing, and lots of other nuances that you might just be able to leverage to your advantage (and to the benefit to the people and organizations you support). So don't miss some great discussion on our final podcast of the year!
