When charitable remainder annuity trusts can be worth the risks
With new federal guidance out this month, advisors guiding clients through charitable remainder annuity trusts have been reminded to be ...
Thursday, August 6, 2026
Tag: charitable
Tax credit adds planning strategy for charitable clients
Starting next year, advisors will have another charitable-giving and tax-planning tool to discuss with clients: the education freedom tax credit.Processing ...
Jim Cramer Says “We Didn’t Catch Dell for the Charitable Trust”
Dell Technologies Inc. (NYSE:DELL) is one of the stocks mentioned during the show, as we cover everything Jim Cramer said ...
Charitable giving tax hurdle in 2026: OBBBA and the AGI Floor
High net worth donors face a new reality this year. As of Jan. 1, the One Big Beautiful Bill Act ...
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