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Tax Strategies to Think About Now
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Manage episode 307928947 series 1042271
Alan Cox, Head of Estate/Trust Planning and Estate Settlement at Ronald Blue Trust, joins Mike to discuss some pending legislation as well as some tax strategies you can implement this year.
- There are different provisions provided by the CARES Act, not only for those who itemize, but also for those who can’t itemize deductions. Talk to your tax advisor!
- There are advantages to giving non-cash assets as well.
- One huge tax advantage is giving charitably by using a Qualified Charitable Distribution (QCD) to meet your Required Minimum Distribution (RMD). Make sure you mention this idea and plan to both your financial advisor and your tax preparer.
152 פרקים
Fetch error
Hmmm there seems to be a problem fetching this series right now. Last successful fetch was on August 11, 2023 09:44 ()
What now? This series will be checked again in the next day. If you believe it should be working, please verify the publisher's feed link below is valid and includes actual episode links. You can contact support to request the feed be immediately fetched.
Manage episode 307928947 series 1042271
Alan Cox, Head of Estate/Trust Planning and Estate Settlement at Ronald Blue Trust, joins Mike to discuss some pending legislation as well as some tax strategies you can implement this year.
- There are different provisions provided by the CARES Act, not only for those who itemize, but also for those who can’t itemize deductions. Talk to your tax advisor!
- There are advantages to giving non-cash assets as well.
- One huge tax advantage is giving charitably by using a Qualified Charitable Distribution (QCD) to meet your Required Minimum Distribution (RMD). Make sure you mention this idea and plan to both your financial advisor and your tax preparer.
152 פרקים
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