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Food for Thought: Tax-Related and Planning Ideas for Your Charitably Inclined Clients
A major portion of the $80 billion scheduled to be invested in Internal Revenue Service upgrades is earmarked to “increase tax compliance among wealthy taxpayers and businesses,” according to the IRS’s plan.
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Proposed legislation: Is better deductibility back on the table?
Charitable deduction legislation ebbs and flows. Proposed reform efforts come and go, resulting in the occasional change to the provisions of the Internal Revenue Code governing charitable giving.
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Valuable conversations: Why it’s smart to talk with your clients about charitable giving
January is a good time to start helping your clients plan for their annual giving.
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It just keeps getting better: Why charitable gift annuities are having a moment
Charitable gift annuities (CGAs) are becoming more attractive to philanthropists, making this planned giving vehicle a good fit for your clients who like the idea of an up-front tax deduction, a steady lifetime income stream, and a remainder gift to charity.
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Celebrating the new Legacy IRA and a boost for QCDs
Congress passed the much-anticipated, $1.65 trillion-dollar omnibus spending bill known as the Consolidated Appropriations Act of 2023 (“CAA”)
Seguir leyendoFive of 2022’s most-asked questions about Qualified Charitable Distributions
Qualified Charitable Distributions, or “QCDs,” are becoming a very popular financial and charitable planning tool.
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Strong year-end giving in a bear market: Donor-advised funds come in handy
Giving appreciated stock to charitable organizations is certainly a highly-effective tax strategy.
Seguir leyendoAdopt a “donor beware” attitude when making some charitable gifts
Market declines and inflation have made 2022 a more challenging year for some clients to fulfill their traditional giving objectives or early-year gifting intentions.
Seguir leyendoHanging in there: Charitable giving in a challenging economy
Earlier this year, Bankrate and Psych Central released the Money and Mental Health study and, not surprisingly, a large number of people surveyed in the research reported that money has a negative impact on their mental health.
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Counseling your clients about nonprofits: The good, the bad, and the big leaps
The nonprofit sector accounts for more than 12 million jobs in the United States, and job growth in the nonprofit sector in recent years has outpaced job growth in the private sector.
Seguir leyendoDisaster philanthropy: Your clients and the important role of individual philanthropy
If you or your clients would like to know more ways to help those impacted by Hurricane Ian, please contact either Sheila Kinman, CAP® or Denyve Boyle, CFRE.
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The “i’s” have it: Two key topics for client meetings
Inflation, interest rates, income tax, and the IRS are ever-present topics during discussions with your clients. Right now, there’s a lot to talk about, especially related to charitable giving.
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Inherited IRAs: Big headache, or big opportunity?
Don’t be surprised if your clients are walking into your office in a state of bewilderment over something they’ve read recently about the IRS’s distribution rules for inherited IRAs.
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Highly-appreciated stock: If your client missed the ideal window, it’s still not too late to support charity
During a routine check-in meeting, your client casually mentions that the client’s employer, a local company, was just acquired.
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Cryptocurrency: What if your clients own it and you don’t think they should?
Most advisors exercise extra caution when advising clients about cryptocurrency.
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Extending Our Fundholder Match in this Time of Need
The Nonprofit Needs List continues to grow and evolve.
Seguir leyendoNew Lower Fees = Maximum Charitable Impact
Our significant growth in assets this past year has enabled our Board of Trustees to lower our annual fees for donor advised funds and family or business foundations.
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Summer legislative updates–and looking ahead to sunsets
On August 16, 2022, President Biden signed into law the Inflation Reduction Act.
Seguir leyendoBack to basics: Reminding clients about wills, trusts, and charitable bequests
August is national Make a Will Month, and the publicity surrounding this designation may prompt your clients to ask you about whether their affairs are in good order.
Seguir leyendoSeasoned Attorney and Planned Giving Specialist Joins Community Foundation Tampa Bay Team
Community Foundation Tampa Bay is pleased to welcome Laurie Valentine, JD to the team.
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Closely-Held Business Interests: High Impact Giving
Over the past two years, the Community Foundation Tampa Bay has helped local businesses gift over $26 Million in closely-held business interest to charity.
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Year-end giving: Repeat, repeat, repeat
It’s the season for email newsletters hitting your inbox with tips for tax planning.
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Relax a little (maybe?): What’s off the table, what’s still in play, and what your charitable clients need to know now about tax reform
Late last month, the White House released a proposed $1.75 trillion revenue package, putting to rest (at least for now) some of the uncertainty as to how sweeping tax reform could upend wealth planning strategies via changes to top marginal rates, a restructuring of the capital gains tax, and lower estate and gift tax exclusions, all of which have been heavily discussed and debated over the last several weeks. For now, those particular big changes appear to have been dropped.
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Reminders for Impactful End-of-Year Giving
Whether you want to make short-term plans or are considering a long-term strategy, our team can share knowledge about our local nonprofits and the needs in our community.
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Gift Annuities and Trusts – Leveraging These Tools to Help with IRS Changes
Community Foundation Tampa Bay invites you to participate in an educational session on how professional advisors are using charitable gift annuities and trusts to help their clients navigate the IRS regulation changes.
Seguir leyendoProposed legislation: What’s in it for charitable giving?
The nonpartisan Joint Committee on Taxation’s report issued just a few days ago is already creating a buzz among attorneys, accountants, and financial advisors who provide charitable planning advice to their clients.
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