Many people give to charity but may not be doing so in the most tax-efficient way. In this episode, you'll learn:
- How charitable deductions work (and when they benefit you)
- The advantages of using Donor Advised Funds (DAFs)
- How donating appreciated stock can lead to significant tax savings
- Tips for high-income earners on structuring their charitable giving for optimal tax benefits
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✅ Financial planning for 30-50 year old entrepreneurs: https://www.allstreetwealth.com
✅ My personal blog & newsletter: https://www.thomaskopelman.com
Disclaimer: None of this should be seen as financial advice. It is just for informational purposes.
The Long Game