Latest / Stay Wealthy Retirement Podcast
Why Your Charitable Deduction Can Disappear (Even With a Receipt)
📥 Grab Your Free Charitable Giving Planning Resources:
Charitable giving can be simple, but the tax and planning decisions behind it often are not.
Get four practical resources to help you make more informed giving decisions:
A QCD guide, a donor-advised fund guide, a breakdown of which assets may be best to give, and an overview of the charitable-giving vehicles available when your planning gets more complex.
→ Download All 4 Resources Here
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🎙️ Episode Description:
Earlier this year, the U.S. Tax Court threw out a $665,000 charitable deduction.
The donors had an appraisal, the required…
The skinny
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