Press Room

January 06, 2016

A Great Time To Give: Charitable Trust Planning in the Current Environment

The current tax and economic environment, including higher tax rates and a concentration of asset growth from both an appreciation and net-worth standpoint, has led to wealthy individuals substantially increasing their charitable contributions over the last few years. For many, charitable planning not only serves to meet philanthropic goals and reduce taxes, but can also alleviate non-tax concerns such as too much wealth going to heirs. In his TaxStringer article, Carl Fiore lays out the rules in order to maximize efficiencies for both income and transfer tax purposes.

​January 1, 2016
Read the entire article here.