August 9, 2016

Is Your IRA Distribution Tax-Free? The Answer May Surprise You

By James Behr Jr & Christopher Paleologus


In 2015 Congress voted to make Qualified Charitable Distributions (QCD) a permanent part of the tax code. If you have to take a required minimum distribution (RMD) from your IRA account (all of those over the age 70 ½ with traditional IRAs must take them each year), you have the ability to direct that distribution […]


READ     |     Reading time: 9 minutes

October 9, 2015

Charitable Giving: Stock or Cash?

By Justin Capetola


As we approach the end of the year, many investors consider making charitable gifts to their favorite charities.  Often, these gifts are made via cash or check. Investors may receive more tax benefits for their gifts by donating long-term appreciated stock instead. Comparing the Tax Benefits When you gift cash or stocks, you may potentially […]


READ     |     Reading time: 9 minutes