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

  • Oct 23 2024
  • Length: 40 mins
  • Podcast

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

Listen for free

View show details

  • Summary

  • 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.
    Show more Show less
Show more Show less
activate_Holiday_promo_in_buybox_DT_T2

What listeners say about #178 - Being Charitable Matters, But How You Do It Matters More!

Average customer ratings

Reviews - Please select the tabs below to change the source of reviews.

Audible.com reviews

Amazon reviews
No Reviews are Available