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Charitable Giving: Helping to Ensure Compliance and Maximize Impact

Carson Wealth

Positioning Philanthropy as a Cornerstone of Legacy There are many reasons for giving during your lifetime, including supporting causes you care about, making a positive impact on the world, and accessing certain tax advantages. There are overall limits on charitable donation tax deductions, however.

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Alternative Investments Explained: What Are They, And How Are They Taxed?

Harness Wealth

However, unlike stocks and bonds, alternative investments, or alts as theyre commonly known, have unique tax treatments and complex reporting requirements that investors should carefully consider before investing. Well also go into some potential strategies to optimize tax efficiency. How Are Alternative Investments Taxed?

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Give your Way-Exploring the many paths to Charitable Giving

MainStreet Financial Planning

A few weeks ago, I had the pleasure of attending a gala fundraiser for one of my favorite nonprofit organizations, Junior Achievement. You may not be aware, but I worked for this same nonprofit for about 5 years before joining MainStreet. Here is a great way to value those items if you are eligible to take a tax deduction.

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Beyond Investing: Strategic Advice for Nonprofits

Brown Advisory

Beyond Investing: Strategic Advice for Nonprofits ajackson Mon, 05/04/2020 - 14:54 Running a nonprofit is a tall order. And in parallel with their program work, nonprofit leaders must also build the financial and organizational infrastructure to sustain those programs.

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Beyond Investing: Strategic Advice for Nonprofits

Brown Advisory

Beyond Investing: Strategic Advice for Nonprofits. Running a nonprofit is a tall order. And in parallel with their program work, nonprofit leaders must also build the financial and organizational infrastructure to sustain those programs. challenge: DONOR DEVELOPMENT/PLANNED GIVING PROGRAM SUPPORT. .

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Four ways to pay less taxes on crypto

Harness Wealth

No-one loves paying taxes. Did you know you can buy crypto through an IRA and receive the same tax benefits? Just like with other assets, if you buy crypto through an IRA, the tax will be paid at your income tax rate at retirement. You can see the crypto advisor tax webinar replay here. Manage your timing.

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The Role of Technology in Modern Charitable Giving Strategies

Carson Wealth

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. Philanthropy is no exception.