- Realize same-year tax benefits if you itemize deductions.
- Potentially eliminate capital gains tax on the contribution of appreciated non-cash assets and investments.
- Invest account assets for potential tax-free growth, helping you have more to give to charities.
- Give when it is convenient and meets your charitable goals.
- Create a lasting charitable legacy.
Bruce Kramer Financial Services and LPL Financial do not provide tax advice. This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor.
