Year-End Tax Planning: Qualified Charitable Distributions (QCDs) from Your IRA
For clients with significant income and retirement savings, charitable giving can do more than advance the causes you care about — it can also be a valuable tax strategy. One powerful tool for this purpose is a Qualified Charitable Distribution (QCD) from an IRA. What is a QCD? A Qualified Charitable Distribution is a direct […]
Qualified Small Business Stock (QSBS): A Powerful Tax Advantage for Founders and Early Investors
For founders and early investors, few tax incentives are as valuable as the Qualified Small Business Stock (QSBS) exclusion under Section 1202 of the Internal Revenue Code. If properly structured and documented, the QSBS rules can allow you to exclude up to 100% of the capital gains on the sale of qualifying stock. With the […]
