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Tax-efficient Donations

posted Oct 10, 2014, 10:36 AM by Tim Isbell
It's the time of the year for tax planning. For many of us this includes implementing charitable donations that we want to include as deductions on our federal and state tax forms. 

This resource describes 4 options that most readers can implement themselves, though I recommend that you check with a tax adviser. And it includes 3 more options that are complex enough to require a certified financial planner and/or lawyer.

Along with each strategy is an estimated lead-time to help you determine when to start the process in order to fit the deduction into the current tax year.

To view the document just click on Tax-smart Donations.

All the best,


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