Estate Planning Financial Advisor Nonprofit 
Carson Wealth
MAY 7, 2025
According to the IRS, qualified organizations include nonprofit groups that are religious, charitable, educational, scientific, or literary in purpose or that work to prevent cruelty to children or animals. You may want to talk to your lawyer and financial advisor before and during the setup process. 7767505.1
Harness Wealth
FEBRUARY 4, 2025
Get started Harness makes it easy to find tax and financial advisors best suited to your needs. Harness makes it easy to find tax and financial advisors best suited to your needs. Higher Capital Gains Tax Rate: Long-term gains from collectibles are taxed at 28%, higher than the maximum 20% rate for stocks and real estate.
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MainStreet Financial Planning
MAY 10, 2023
A few weeks ago, I had the pleasure of attending a gala fundraiser for one of my favorite nonprofit organizations, Junior Achievement. They do this through programs that teach entrepreneurship, financial literacy, and career readiness skills. Junior Achievement’s mission is to inspire and prepare young people to succeed.
Carson Wealth
MAY 30, 2025
Although sophisticated tech solutions have been slower to reach the nonprofit world than some other sectors, their arrival was inevitable. Today, they can help make charitable giving a simpler and more effective component of your financial plan. Plus transparency can help nonprofits operate better.
Harness Wealth
APRIL 26, 2022
The charity just needs to be a registered nonprofit. Many of the estate planning tools that are advantageous for large equity liquidity events can be applied to large crypto gains. Crypto Assets Alongside Your Other Assets: Help from CPAs and Financial Advisors. Trust structures.
Nerd's Eye View
JANUARY 31, 2024
Of the many provisions in the bill, the so-called "Death of the Stretch" arguably received the lion's share of consternation from the financial advisor community. This shift has led financial advisors to explore new strategies for mitigating the resulting tax-planning challenges.
Nerd's Eye View
AUGUST 23, 2023
In this guest post, Kathleen Rehl, a semi-retired financial advisor and educator now focusing on her own estate planning considerations, shares her experience with creating her "Legacy IRA" rollover to a Charitable Gift Annuity to support her chosen nonprofits after Congress passed the SECURE 2.0 But the SECURE 2.0
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