Forbes & Company’s Post

Your Tax Deductible Charitable Donations # 470 - Listen Here: https://bit.ly/ylyw-470 Many of us are charitable year-round. At holiday time, making charitable donations often takes on additional significance as we count our blessings and strive to help those in need. Today, John Walker, Regional Vice President, Mercer Advisors, discusses ways to make impactful charitable donations and help reduce your annual tax burden. #financialplanning #investmentplanning #charity #charitabledonations #taxplanning

Are you planning to donate to charity this month? Charitable contributions can reduce your tax bill, but timing and documentation matter. To maximize your deductions, make sure you’re donating to eligible organizations and have all the necessary paperwork. For more details on maximizing your charitable donations, please read our blog: https://lnkd.in/gT8XvSNw. #CharitableGiving #TaxPlanning #FinancialAdvisor

What’s the best way to give to charity? Should you write a check? Should you make a Qualified Charitable Donation? Should you gift stock? Should you open a Donor Advised Fund? Should you open a Charitable Remainder Trust? There are many options and many nuances to consider. Ask us how we help our clients navigate their charitable options.  File #6774742.1

If you want to support worthy causes while making intelligent financial decisions, donating property to a qualified charity can be a powerful way to achieve both goals. This article explores the many ways charitable contributions can potentially qualify for a tax deduction. https://ow.ly/kCIC50T75PI #ReduceTaxes #Donations #FinancialPlanning

The number of self employed declaring a charitable donation via Self-Assessment has increased in the tax year to April 2024. 1.3 million donors declared in 2023/2024, which is an increase of 1% on the previous year. More people are donating however the value of those donations has fallen from £4.1bn to £3.5bn in 2023/2024. It will be interesting to see if the trends continue. If you declare a charitable donation on your self assessment, which charities are you supporting? #Accountant #Tax #SelfAssessment #Charity

READ THIS before you donate to charity 👇 In order to provide proof to the IRS that you've made a charitable donation, you need to document these things: → The name of the qualified organization → The amount and date of the contribution → Fair market value of the property donated → Acknowledgment of the contribution by the organization (for contributions valued at over $250) → Benefits received in exchange for your contribution #taxtime #moneytips #taxprofessional

If you want to support worthy causes while making intelligent financial decisions, donating property to a qualified charity can be a powerful way to achieve both goals. This article explores the many ways charitable contributions can potentially qualify for a tax deduction. https://ow.ly/HH0A50SNIxu #ReduceTaxes #Donations #FinancialPlanning

🎁 Optimize your charitable donations for maximum impact and tax benefits. Consider strategies like donating appreciated assets or setting up donor-advised funds to plan your giving effectively. #CharityPlanning #TaxBenefits #GivingStrategy https://bit.ly/4dRT7uf

If you want to support worthy causes while making intelligent financial decisions, donating property to a qualified charity can be a powerful way to achieve both goals. This article explores the many ways charitable contributions can potentially qualify for a tax deduction. https://ow.ly/f0Lr50T76Vi #ReduceTaxes #Donations #FinancialPlanning

If you want to support worthy causes while making intelligent financial decisions, donating property to a qualified charity can be a powerful way to achieve both goals. This article explores the many ways charitable contributions can potentially qualify for a tax deduction. https://ow.ly/LB6K50T76rM #reduceTaxes #Donations #FinancialPlanning