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Tax tips: Qualified appraisals and 2020 tax changes, and holiday parties (not)
Three of our favorite tax tips for March:
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Quick and Easy Year-End Giving Options for Your Clients
A Donor Advised Fund (DAF) is a charitable giving option that allows your clients to make a charitable contribution, receive an immediate tax deduction and then recommend grants from the fund over time.
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Contributing noncash assets to a charitable fund can be a beneficial philanthropic solution for your clients at the end of the year
The Community Foundation of Tampa Bay can accept contributions of complex assets such as: stock, business interests, real estate, privately owned assets, or even cryptocurrency.
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If charitable giving is on your client’s radar, consider having a conversation about establishing a donor advised fund or another type of charitable giving fund through the Community Foundation of Tampa Bay.
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Pinellas Professional Advisors – Laurie Valentine and Robert Kapusta of Fisher & Sauls, P.A.
The Community Foundation of Tampa Bay has four Regional Councils – Pinellas, South Shore, Tampa Metro and Nature Coast.
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Community Foundation of Tampa Bay: Connecting Donors to Causes they Care About
A community foundation grows charitable giving to make its area—its neighborhoods, its cities, its region—a more vibrant, more prosperous, and more resilient place for all.
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IRA Charitable Rollover Offers Unique Giving Opportunity
An IRA Charitable Rollover provides owners of Individual Retirement Accounts (IRAs) with a unique giving opportunity.
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