Generosity: Mechanics and Tax Hacks

September 20, 2023 • 00:52:33
Generosity: Mechanics and Tax Hacks
Abrahams Wallet
Generosity: Mechanics and Tax Hacks

Sep 20 2023 | 00:52:33

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Hosted By

Steven Manuel Mark Parrett

Show Notes

Mark Parrett shares ways to maximize your giving dollars with tax strategies out the wazoo!

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This Week's Episode Rundown:

0:00 Appreciated Stocks Instead of Cash

4:15 Don't Let Laws Determine Your Giving

14:15 Donor Advised Fund

16:50 Bunching Strategy

22:25 Generosity Funds

33:35 Banter quick hits

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