Year-End Charitable Giving Enhanced with Tax Planning
As the
holiday season approaches, with the end of one year and the start of another,
we pause to give thanks for our blessings and the people in our lives. It is
also a time when charitable giving often comes to mind. Professional Alliance
members Neil Larson and Victoria Trigg remind us that charitable giving can
be enhanced using income tax deductions, and so it can be much more effective
when it is included as part of year-end tax planning.
Candy is the president and former lead financial planner of Candy J. Lee Financial Planning and Money Management which she founded in 1992, until she retired from providing financial planning and investment advice to individuals June 1, 2016.