Fiducia Wealth Management Limited’s Post

The new law enhances the benefits of making “qualified charitable distributions” (QCDs) from a taxpayer's IRAs. Read this article to find out more!

Maximize your charitable contributions with tax efficiency at American Tax & Planning Services. Our personalized strategies ensure your donations make a significant impact. #CharitableContributions #TaxEfficiency 🤝💼 #AmericanTaxAndPlanningServices

This week’s Nonprofit Champion newsletter looks at how the 2017 tax law is impacting charitable giving today and the opportunities to learn and adapt as key provisions expire at the end of 2025. Read the full newsletter to learn more: https://lnkd.in/eicuh-jh #Nonprofits #NonprofitNews #TaxLaw

With the holiday season and the end of the year approaching, #GGC associate professor of legal studies and taxation Dr. Benjamin Akins has some advice on the tax implications you should consider when donating to your favorite charitable organizations. Learn more: https://lnkd.in/euHNZZ-j #GeorgiaGwinnettCollege

Maximize your impact with a charitable remainder trust—support causes you love while reducing taxes and securing family income. Read our latest Wealth Insight for more info: https://bit.ly/3zBCZOF #CharitableGiving #EstatePlanning

Meet Steven Temple, President and CFO of Business Affairs Management, boasting over 30 years of extensive finance and IRS experience. Tune in as he shares insights on what charitable mileage is and how you can get the most out of it! #MileageQuest #charitywork #MileageTracking

Why have an independent trustee Why have an independent trustee? Appointing an independent trustee is essential for ensuring your wishes are respected, even if family disagreements arise. An independent trustee acts as a neutral referee, making sure your legacy plans—especially charitable bequests—are honored without bias, protecting both family harmony and your intentions. #EstatePlanning #IndependentTrustee #LegacyPlanning #CharitableGiving #TrustManagement #FinancialAdvice #InheritancePlanning #FamilyTrust #WealthProtection #AssetProtection

More than just one of our partners, Max Wolinsky is a charities and business lawyer focused on helping entrepreneurs, small businesses, charities, and other non-profit entities navigate their legal needs. He assists clients with corporate structuring, commercial transactions, the structuring of charitable gifts and plans, and other regulatory issues. Beyond his day to day, his focus lies in exploring innovative ways to improve our client experience while nurturing our team culture to ensure our clients continue to receive service that goes above and beyond. #businesslawyer #businesslaw #lawyer #lawfirms

We help many different types of clients from businesses to charities with both advice and accounting. This is one of our favourite reviews! 🌟 #accountants #northwales Aled Owen Roberts

Incorporating charitable giving into your estate plan allows you to align your financial legacy with your philanthropic values while also providing potential tax benefits. By establishing tools like charitable trusts or donor-advised funds, you can ensure that your assets support causes important to you long after you're gone. Charitable giving can reduce estate taxes, avoid capital gains taxes on appreciated assets and provide income tax deductions. Contact our family law firm to optimize the benefits of your charitable contributions within your estate plan. #charitableremaindertrust #DonorAdvisedFunds #irrevocablelifeinsurancetrust