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Freely-available podcasts by AICPA and CIMA. We release about 20 episodes every month, and cover a broad range of topics of interest to accounting and finance professionals worldwide.

 

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  2. Year-end charitable giving ideas {PFP Section}

Year-end charitable giving ideas {PFP Section}

Dec 02, 2022

Holiday season is a great time of year to discuss philanthropic intent with your clients. This brings together the year-end planning opportunity to maximize tax deductions and the time of year to have purposeful conversations with family on causes that matter. In this episode of the PFP Section podcast, JG Gassman, CPA/PFS, and Rick Peck share ideas to consider with your clients as the end of the year approaches, including:

  • A smarter way to give than writing checks
  • Using a Donor Advised Fund (DAF) to receive the charitable deduction while also giving breathing room to make decisions on where to give
  • Using charitable donation strategies to offset taxable income
  • Connecting the private foundation to a DAF to make the 5% annual requirement more effective
  • The philanthropic approach to minimizing tax on Roth conversions in a down market

Access resources related to this podcast: Note: If you’re using a podcast app that does not hyperlink to the resources, visit https://pfplanning.libsyn.com/pfp to access show notes with direct links. 

This episode is brought to you by the AICPA’s Personal Financial Planning Section, the premier provider of information, tools, advocacy and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice. Also, by the CPA/PFS credential program, which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online at www.aicpa.org/pfp to join our community, gain access to valuable member-only benefits or learn about our PFP certificate program.

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