Mar 4, 2021
In today's episode Nicholas Olesen, CFP®, CPWA® shares some great strategies to help reduce your taxes through direct stock contributions to charities. The team at Kathmere has found this, along with Donor Advised Funds, to be some of the best ways to maximize your tax benefit from charitable donations.
- The difference in cash vs stock donations
- The benefit from donating stock
- 3 rules to avoid a tax headache
- The best and worst types of stock to donate
- How to "lump" donations together to maximize itemized vs standard deduction levels
Please send us feedback and any topic or questions you would like us to cover. Email us at: nolesen@kathmere.com