Strategies to Make the Most of Charitable Giving

Filbrandt Reports
Volume 18, Issue 13

Report Summary:

  • USA residents lead the world in per-capita annual charitable donations
  • Last-minute gifting decisions can result in mistakes that cost the donor a tax deduction
  • The IRS offers tips to help avoid costly errors
  • Case Study: MI siblings lost tax deduction after donating a building due to appraisal issues
  • The effects of claiming Social Security before or later than age 66

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Volume 18, Issue 13

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