We strongly encourage supporting charitable organizations, and we also know that donors often miss tax planning opportunities when they give. While tax benefits aren’t typically the primary reason for giving, most of our clients would still prefer to receive the most tax advantages as possible as a result of their giving. This webcast covers multiple strategies that are highly useful for charitable giving.
For more information and references on material discussed, see the links below:
1. Charitable Donations Using Stock Not Cash Blog post https://carsonallaria.com/2021/12/11/charitable-donations-using-stock-not-cash/
2. CarsonAllaria Wealth Management
https://carsonallaria.com/podcast/
Disclaimer: All material discussed on this podcast is for educational purposes only and should not be construed as individual tax, legal, or investment advice. Investing involves risk of loss and investors should be prepared to bear potential losses. Past performance may not be indicative of future results. Joe Allaria is an Investment Adviser Representative of CarsonAllaria Wealth Management, a Registered Investment Advisory firm. Information discussed on this podcast may be derived from third parties that are believed to be reliable, but CarsonAllaria Wealth Management does not control or guarantee the accuracy or timeliness of such information and disclaims all liability for damages resulting from such sources. Any references to third parties are provided as a convenience and do not constitute an endorsement.
