In today’s video, Deanne Rosso, President & CEO of Elevate Wealth Advisory, sits down with Rob Fezekas, Director of Investment Policy, to break down the rules for deducting charitable donations on your tax return. Rob explains how recent tax law changes, like the Tax Cuts and Jobs Act, impact your ability to itemize and when it makes sense to take the standard deduction instead. Plus, discover a smart strategy to maximize the tax benefits of your donations by gifting appreciated assets directly to charities, allowing you to avoid capital gains tax and get the full deduction.
For more tips on integrating charitable giving into your financial plan, visit elevate-wealth.com and let’s talk!
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