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qualified charitable distribution Archives - Apple Growth Partners

Qualified Charitable Distributions – A Tax Planning Advantage Over 70.5

Qualified Charitable Distributions a popular method for those over the age of 70 ½ to maintain the tax advantages of charitable contributions.

01.26.18

“Qualified Charitable Distributions – A Tax Planning Advantage Over 70 1/2” by Diane Thacker, CPA | Manager – Tax  The “Tax Cuts and Jobs Act” that was passed in late December will impact the tax benefit of charitable donations…

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Gift Tax Limits Update for 2017 and 2018

As we near the close of 2017, now is the time to make any last minute gifts in order to fully use the annual gift tax limits exclusion for 2017. 

11.02.17

“Gift Tax Limits Update for 2017 and 2018” by Ann Miller, CPA | Manager – Tax  As we near the close of 2017, now is the time to make any last minute gifts in order to fully use the…

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