Ethan Meikle CDAA?的动态

Hello #AllGenFamily! Our Co-Founders CIO Jason Martin, CFP?, CMT and CEO Paul Roldán, CFP? are back to discuss how to make the most out of your charitable donations and maximize your tax deductions. In this video, Paul and Jason will talk about donor-advised funds, donation stacking, and qualified charitable distributions. (Pro Tip: Talk to your financial advisor to learn whether a donor-advised fund is right for you!) Click below to watch the video!??? #CharitableDonations #Taxes #DonorAdvisedFund

Wondering if your charitable donations are tax-deductible? The answer is yes!? Keep those reciepts and give back while saving on taxes.? #p3accounting #taxplanning #taxeducation #taxexperts #oklahomabusiness

As the holidays approach, understand the IRS’s rules for properly substantiating your charitable gifts. Read this week's Estate Planning Brief: https://lnkd.in/gBu6KKq9

In this episode, we'll discuss what you need to watch out for regarding Charitable Trusts and Art Donations. The IRS hates these so watch this video to find out how to avoid getting ensnared by IRS problems! #houstontaxattorney #highnetworth #taxgaming #knockouttaxes

Time to review your tax strategy! From IRA withdrawals to charitable donations, here’s what you need to know for September 2024. Don't miss out on savings and deadlines! #TaxTips

Looking to boost tax savings? Bunch your charitable donations to maximize deductions. See how this strategy can benefit your 2024 return! #TaxPlanning #CharitableGiving

If you aim to optimize your tax advantages from charitable donations but don't itemize your deductions or are uncertain about your status, consider the following points.

At Lightening the Load, we believe in making your generosity count. That's why we're here to share some smart strategies that can help you make the most of your charitable donations come tax time. Learn how!?? https://lnkd.in/enJgd57B #AskAnExpert #TaxTips #LighteningTheLoad #TaxPreparation #Navigating Taxes #EnrolledAgent

Giftabulator visually demonstrates the differences between cash and asset donations, so you can maximize the impact of your charitable gifts while also optimizing your tax benefits! Find out more at Giftabulator.com

Looking to boost tax savings? Bunch your charitable donations to maximize deductions. See how this strategy can benefit your 2024 return! #TaxPlanning #CharitableGiving