• #178 - Being Charitable Matters, But How You Do It Matters More!

  • 2024/10/23
  • 再生時間： 40 分
  • ポッドキャスト

#178 - Being Charitable Matters, But How You Do It Matters More!

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  • On the Horizon Advisers Unleashed Podcast, Ryan and Alex discuss the topic of charitable giving, focusing on strategies to maximize tax benefits. They explore methods like using donor-advised funds, donating appreciated stock, and making qualified charitable distributions (QCD) to help listeners optimize their charitable contributions.

    Ryan and Alex also emphasize the importance of timing charitable giving on their podcast. They discuss strategies like lumping donations in certain years, particularly when selling a business or receiving a large bonus, to maximize tax benefits.
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あらすじ・解説

On the Horizon Advisers Unleashed Podcast, Ryan and Alex discuss the topic of charitable giving, focusing on strategies to maximize tax benefits. They explore methods like using donor-advised funds, donating appreciated stock, and making qualified charitable distributions (QCD) to help listeners optimize their charitable contributions.

Ryan and Alex also emphasize the importance of timing charitable giving on their podcast. They discuss strategies like lumping donations in certain years, particularly when selling a business or receiving a large bonus, to maximize tax benefits.
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