Wednesday, December 17, 2014

How charitable giving can help you give less to Uncle Sam - End-of-Year Tax Planning

Charitable giving can be a major tax advantaged strategy to reduce your tax liability and create a bit of philanthropy in your community. Low basis stock is an excellent asset to give to an IRS approved charity and is a targeted asset for end of the year giving. Donor advised funds and family foundations are two ways to leverage charitable giving. Each has it's own advantages and disadvantages. In this episode, Steve and his guests explain the basic ideas of both and identify the prospects for each concept. Syndicated financial columnist and talk show host Steve Savant interviews financial authors and speakers Mike Kilbourn, CLU, ChFC and Ron O'Dell, CFP on end of the year tax planning for 2014.

About Steve Savant

Steve Savant

As the National Marketing Spokesperson for Ash Brokerage, Steve Savant looks forward to meeting financial professionals in every way possible - in person or by video through conferences and social media.

Read More About Steve >>

Powered by Ash Brokerage

At its core, Ash Brokerage is about Honoring the Impact ® in the lives of the financial professionals who choose to partner with us — we are an engaged group of individuals who really care. We help advisors and their clients protect those they care about in impactful, meaningful ways ... Simply put, we make a difference in the lives of people.

Learn More >>
Ash Brokerage

Give Us A Call: (800) 589-3000