According to Raymond James

Charitable Giving to Maximize Your Tax Benefits

Date:

Charitable Giving to Maximize Your Tax Benefits
Foto: fanny-fan. Regalar y donar en Estados Unidos de forma eficiente del lado fiscal

Author: Gabriela Huerta

  1. When gifting, you should give what you want, to whom you want, when you want, and how you want and if possible save on taxes and expenses
  2. Families should look for financial planners and investment advisors
  3. Charitable giving is important within wealthy families as it instills the concept of giving back as assets are passed from one generation to the next and helps prepare heirs to be good stewards of wealth