Tax-Smart Giving and Gifting Resources | Financial Planning Chapel Hill l Old Peak Financial Advisors

Tax-Smart Giving and Gifting

If you have enough financial resources for your lifestyle, you may be giving to family, future generations or non-profits. We have created a guide with strategies to maximize the after-tax impact of your giving. There are a variety of tax incentives you can use to magnify the value of these gifts. Some of these techniques are complex. Others are easy to implement. Some are only relevant to ultra high net worth investors, but others are appropriate for almost any taxpayer. Many of them can be repeated over years as part of a long-term giving and gifting strategy.

Click here to read the white paper online.

Click here to read the full webinar transcript.

Tax

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