Hilltop Views: Case Study - Gifting Appreciated Assets

The new year is right around the corner, so it’s a great time to revisit your charitable gifting strategy. In today’s installment of our series “Uncertain Seas: Navigating 2021 Tax Reform,” Brittany Mollica has a case study in some tax-efficient ways to give.

Additional info:

• Decoding the Tax Law: Bunching Your Charitable Gifts Could Save You on Taxes

• Smarter Charitable Giving – Should You Use a Donor Advised Fund?