Upcoming Events
For Donors: Big RMD? How to Give it to Charity and Skip the Tax Bill
QCDs allow high-net-worth individuals with IRAs (Individual Retirement Accounts) who don’t need all or part of their RMDs (required minimum distributions) to avoid taxable income on their RMDs by donating their RMDs to charity. The maximum QCD for 2025 is $108,000 per person.If you have an IRA in RMD stage (age 73 for IRA owners) and you’d love to give your RMD to charity while avoiding taxes on the RMD, learn how to do a QCD. Note that if you are not in RMD stage but over 70-1/2, you qualify for QCDs as well; the QCD is not driven by an RMD. Note further that inheritors of IRAs are in RMD stage at younger ages; however, they must be age 70-1/2 or older to take advantage of QCDs.
SPACE IS LIMITED. REGISTRATION REQUIDED NO WALK-INS.
What Wives, Widows and Ex-Wives Need to Know About Tax Returns
We would be delighted if you would join Jackie Spagnolo, Managing Director of Andersen Tax LLC and Julie Jason, investment counsel to high-net-worth families (Founder & CEO of Jackson, Grant Investment Advisers, Inc.) to discuss tax returns. The focus? The basics. How to read a tax return. What to make of it. What questions a return might raise for further inquiry.
You’ll experience how tax counsel and investment counsel communicate with each other and with their clients, with a special focus on wives, widows and ex-wives.
The tax return is the center of the equation, leading to information and understanding of the bigger issues high-net-worth families face when identifying, addressing, and optimizing investment and estate planning challenges.
The goal is sharing knowledge in a safe environment, with no limit on the type of questions you may want to ask.
SPACE IS LIMITED. REGISTRATION REQUIDED NO WALK-INS.
PLEASE REGISTER BY EMAILING Janella@JACKSONGRANT.US