
Blog
How Much Tax Is Owed on the Gift to My Kids?
Wondering if your kids will owe taxes on a gift you give them? The short answer is no, and in most cases, you won’t either. This article breaks down how gift tax rules work and why most families can give freely without owing anything.
4 Tax-Savvy Charitable Giving Strategies At Year-End
Make your charitable giving work harder for you. Learn strategies like donating appreciated assets and bunching gifts to boost your impact and reduce taxes.
What’s New with the 2021 Enhanced Charitable Deduction?
Charitable giving benefits your community, organizations close to your heart, and families that need a helping hand.
Giving with Heart and Purpose
Charitable giving can do more than support your favorite causes, it can also provide meaningful tax benefits. Explore strategies like gifting appreciated securities, using Donor Advised Funds, or directing your Required Minimum Distributions to maximize the impact of your generosity.