Founder and CIO @ iPlan, LLC -- Specializing in improving net income for business owners and high-net worth individuals.
Tax Tip Thursday! Watch Video below for helpful end of year tax tips on charitable contributions. Have you made your year-end charitable contributions yet? Share your favorite charities and tips below! #TaxTipThursday #CharitableContributions #YearEndGiving #iPlan #iPlan4Wealth
Are you interested in charitable giving? You might want to get it out of the way before the end of the year, because you could use your charitable donations at tax time to help lower your tax bill. #Taxes #Donations #YearEnd #FinancialPlanning
📈 Maximize your tax benefits by bunching charitable donations into one year. This can help you exceed the standard deduction threshold and support your favorite causes. #TaxPlanning #CharityStrategy #Giving https://bit.ly/4g9LpgF
Did you know that “bunching” donations can help you exceed the standard income tax deduction threshold and allow you to itemize? You can maximize your tax savings by combining multiple years’ worth of charitable contributions into a single year. Check out our blog for more charitable giving tips: https://lnkd.in/gT8XvSNw. #FinancialPlanner #CharitableGiving #WealthManagement
🚨 Year-End Tax Tip: Don’t Miss Out on Charitable Contributions! 🚨 Time’s running out to make charitable contributions that could lower your tax bill for 2024. But what if you don’t know exactly which charities to support yet? No worries—there are tax-smart solutions for that. This quick video explains. Ready for more year-end moves to make to maximize 2024 deductions? Download our free checklist (link in first comment). BGW CPA, PLLC #anythingbuttypical #TaxPlanning #YearEndTips #CharitableGiving
Check out this insightful video on the benefits of a Charitable Remainder Trust (CRT)! A Charitable Remainder Trust (CRT) is a way to bypass capital gains tax. It offers significant benefits personally and to the charities you wish to support. The personal benefits are a lifetime income and a large charitable deduction in the year of origination. Our federal government actually encourages you to support your favorite charities by giving these tax benefits. Your designated charities receive what is left (Remainder) in the CRT after your death. This approach to financial planning can also offer your heirs the potential to receive a greater inheritance. #WealthPlanning #CRT #FinancialStrategy
Want to make your charitable gifts go further? From donating appreciated assets to creating a donor-advised fund, the right strategy can reduce taxes and help causes you care about. Reach out for guidance before December 31! #YearEndGiving #FinancialPlanning #TaxStrategy
Did you know your charitable donations can do more than just help others? They can also lower your tax bill! Learn how to maximize your deductions while giving back. https://lnkd.in/gnzti9_8 #TaxPlanning #CharitableGiving #FinancialTips #MakeADifference
Deduction of the Week: Charitable Contributions 🎗️Donating to charities can be a great way to give back and benefit from a tax deduction. Remember to keep receipts and records of your donations to maximize your deductions. Schedule your free consultation with our team today and learn more about how charitable giving can reduce your tax liability! https://loom.ly/i8puBeg #TaxTips #CharitableContributions #Deductions #RhodesAndCompanyLLC
Generosity pays off. Did you know that charitable donations can be tax-deductible? We can help you understand how your goodwill can lead to tax benefits. Schedule some time with a tax advisor today at https://lnkd.in/gDwJ9Hkn #CharitableGiving #TaxDeductions #SmartGiving
Want to make your charitable gifts go further? From donating appreciated assets to creating a donor-advised fund, the right strategy can reduce taxes and help causes you care about. Reach out for guidance before December 31! #YearEndGiving #FinancialPlanning #TaxStrategy
