by Steve Carr | Feb 15, 2023 | Giving, Peloton Updates |
Charitable gifting is an honorable pursuit in and of itself. Changes in tax laws provide certain incentives which might also make certain gifting strategies more favorable to donors than others. In this article we offer four simple ways to maximize personal benefits...
by Steve Carr | Aug 17, 2021 | Giving, Peloton Updates |
Administered by the Indiana Housing & Community Development Authority, “NAP credits” offer an attractive state tax benefit to generous Hoosiers. The mission of the IHCDA is “to provide housing opportunities, promote self-sufficiency, and strengthen communities.”...
by Steve Carr | May 13, 2021 | Giving, Peloton Updates, Wealth Planning |
A Qualified Charitable Distribution (QCD) is an allowed distribution from an IRA to a non-profit organization. First introduced as part of the Pension Protection Act of 2006, these distributions remain an option for donors today. While QCDs were available last year,...
by Steve Carr | Nov 13, 2020 | Giving, Peloton Updates |
Who taught you to ride a bicycle? You probably know exactly who it was and you may even have memories of that day (hopefully good memories!), but if you’re reading this, odds are very high that you do know how to ride a bike. Many kids, even today, cannot say the...
by Steve Carr | Jun 14, 2019 | Giving, Investing, Peloton Updates, Tax, Wealth Planning |
Financial planning is a very broad term. One common public conception is that it involves budgeting, or strategies to pay off credit cards. This is a simplistic but positive view. In the worst case, “financial planning” is nothing more a series of 20 year...
by Steve Carr | May 11, 2018 | Giving, Peloton Updates, Tax |
Generous givers don’t normally make charitable decisions based primarily on the tax benefit. But changes to the tax law in 2017 created some interesting opportunities to explore new strategies. One such opportunity is to front-load charitable gifts for one or more...
