What are the limits for Donor-Advised Funds and Private Foundations?  Provided by Marc Aarons at Money Managers, Inc.      Among the big changes in the 2017 Tax Cuts and Jobs Act (TCJA) were new limits on standard and itemized deductions. These limits and restrictions created new hurdles when planning deductions with tax advantages in mind. […]

Could it make the world a better place? Could it make sense, financially?  Provided by Marc Arrons at Money Managers, Inc. A gift to charity may also help to improve your tax or financial situation. Here’s a brief look at some popular options for charitable gifting, with potentially significant tax advantages. Charitable Remainder Trusts (CRTs). […]