Tag Archives for " Tax Planning "

Nov 16

The IRA Charitable Rollover – Laserlike Tool for the Seasoned Philanthropist

By Steven Smith | Peak Thoughts , Philanthropy , Tax Planning , Uncategorized

‘Tis the season…for charitable giving. In our last post, we discussed the basics of the new tax law, its possible effects on charitable donations and the concept of “bunching” and a Donor Advised Fund as a workaround. Today we address the IRA charitable rollover – or, more technically, the qualified charitable distribution (QCD). IRA Goes […]

Continue reading
May 06

How Do You Spell Relief? ATRA! (American Taxpayer Relief Act)

By Steven Smith | Financial Lifestyle , Peak Thoughts , Tax Planning , Wealth Management

Congratulations, the 2012 tax season is behind us. Time to start planning for 2013. The dramatic New Year’s Eve peek over – and retreat from – the fiscal cliff did not solve all of the country’s budgetary problems. But it did produce a historic and constructive piece of tax legislation that ended a great deal […]

Continue reading