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For tax planning purposes, changes in residency status for snowbirds or those with dual residences can lead to additional scrutiny to determine a taxpayer’s “domicile” (permanent and principal home), but it needn’t mean severing all ties with the place they called home for much of...
"Я зрозумів, що люди в цій громаді - це ті самі люди, які допомогли мені побудувати бізнес і стати фінансово успішним, тому я знав, що повинен віддячити громаді, яка так багато мені допомогла".
Whether your clients are interested in making an immediate impact or planning to leave lasting gifts to charity and/or heirs, there are several strategies that make the IRA an ideal charitable giving vehicle.
In anticipation of Dr. James’ upcoming presentation for professional advisors in October, and to provide a glimpse into the minds of your charitable clients, we’re sharing four key takeaways from his research.