Sifting through it: What’s on the legislative menu that could impact charitable giving? – Professional Advisor Newsletter January 1 of 3

We all know that the new year and a new administration brings lots of potential change. So what is going on that you need to know about to serve your charitable clients?

At the top of the list of issues we’re watching is what might happen with the Tax Cuts and Jobs Act (TCJA) of 2017. As a quick refresher, the TCJA introduced several changes that significantly impacted charitable giving in the United States. These changes are set to expire at the end of 2025, and their potential extension factors into charitable planning techniques…

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