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Not only can charitable giving be gratifying to give back to personal causes, it can also be a way to minimize downside risk within a portfolio and limit taxes. The Tax Cut Jobs Act of 2017 changed the landscape for taxes by nearly doubling the standard deduction and hurting the impact of itemizing deductions through charitable giving. With the new tax code in place, there are still ways to give back and find the best tax strategy for your situation. No matter if you’re in Los Angeles or anywhere in the US, what is the most efficient way to give back?

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Get the Work Optional Playbook

Tax-efficient strategies to accelerate financial independence
Make the most of RSUs and equity compensation
Avoid the planning mistakes that delay financial freedom

Send Me the Free Playbook

No spam. Unsubscribe anytime.