January 13, 2025 Weekly Update

We do love it when someone refers a family member or friend to us.  Sometimes the question is, “How can we introduce them to you?”   Well, there are multiple ways but a very easy way is to simply forward them a link to this webpage.

Here are this week’s items:

2025 – Common Deductible Charitable Gifts in Retirement

Radon and Murs discuss the strategies and rules surrounding common deductible charitable gifts in 2025. As the new year begins, many individuals are setting charitable giving goals while seeking to maximize their tax benefits…..

2025 – Common Deductible Charitable Gifts in Retirement

Charitable giving remains a cornerstone of financial planning, offering a means to support meaningful causes while also reaping tax benefits. However, navigating the complex rules surrounding charitable tax deductions requires a clear understanding of adjusted gross income (AGI), standard deductions, and other related factors..…..