New Tax Law Makes QCDs More Valuable Than Ever

Recent tax reform created some unexpected opportunities for charitable giving—and many eligible clients don’t even know about them yet.

Brad Repinsky, SEIA’s Director of Estate, Tax and Financial Planning, was recently featured in Financial Advisor magazine, breaking down why qualified charitable distributions (QCDs) have become more valuable than ever:

“For charitably inclined individuals, QCDs likely become more attractive than other income-tax-reduction strategies.”

With new deductions, phase-outs, and limits reshaping the tax landscape, QCDs offer a straightforward way for clients 70½ and older to support causes they care about while managing their tax strategy.

Read the full piece by Ben Mattlin on Financial Advisor: https://www.fa-mag.com/news/new-law-makes-qcds-more-valuable-than-ever-84424.html


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