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Holiday Gifts & Giving: Taxes Edition!
It’s officially the holiday season, and you know what that means: It’s time for giving! If you’re including monetary gifts to people or charitable giving in your holiday or end-of-year plans, listen in as Jason Speciner, CFP®, EA, and Regina Neenan, CFP®, share the rules and potential tax benefits. From QCDs, DAFs, and CRTs to cash gifts to people and charities — and the possible tax advantages involved — it’s all in this week’s episode!
Have a money or tax question for us? Send it to podcast@fpfoco.com, and Jason or Regina might answer your question in a future episode! We’ll release a new…
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