Tax

Individual Tax Planning

Events

Speaker, "Tax Planning for Individuals with Split-Interest Gifts," Planned Giving Group of New England

September 2015

There are many reasons why high income and high net worth individuals and families may choose to donate to their favorite charities, although the tax benefit is often one of them. This presentation will examine tax planning opportunities that split-interest gifts such as charitable remainder trusts, charitable lead trusts, and charitable gift annuities can create for individuals with significant income or assets. 

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