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Do Charitable Gifts Still Make Sense Under the New Tax Law?

Posted on November 13, 2018

The 2017 tax law resulted in some important changes to how deductions work for federal taxes. Under the new tax law, many deductions have been eliminated or reduced, while at the same time the standard deduction was nearly doubled – to as much as $26,600 for a married couple filing jointly.  As result, it is […]

Filed Under: Newsletter // Tagged: charitable giving, IRA, personal finances, QCD, Qualified Charitable Distribution, Required Minimum Distributions, RMDs, taxes

A tax-efficient way to donate to charity

Posted on February 13, 2018

Owners of individual retirement accounts who are at least age 70 1/2 can contribute some or all of their IRAs directly to charity. The motivation to do so is that it can be advantageous from a tax perspective in some cases. If you have a traditional IRA, you must begin taking required minimum distributions (RMDs) […]

Filed Under: Newsletter // Tagged: charitable giving, financial planning, IRA, Required Minimum Distributions, RMDs, taxes, wealth management

OUR LOCATIONS

Our Portland office is conveniently located off the SW Denney Road exit from Highway 217.

6600 SW 105th Avenue, Suite 155
Beaverton, OR 97008

Our Bay Area office is located in downtown Santa Cruz.

615 Water Street
Santa Cruz, CA 95060

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If you'd like to learn more about how we can help you build a solid plan for your future, let us know by filling out our contact form. Or give us a call at (888) 998-4796.

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