‘Tis the Season for Tax-Smart Charitable Giving!

Podcast: Money & Taxes from Bb to XYZ · Financial Planning Fort Collins

Opublikowano: 2025-11-13

'Tis the season for tax planning — and considering charitable giving! In this episode, Jason Speciner, CFP®, EA, and Regina Neenan, CFP®, ABFP®, dive into how charitable contributions could impact your taxes in a positive way. As year-end approaches, they explain who might benefit from giving before December 31, how deductions work with the 2025 standard deduction, and what’s changing in 2026. From donor-advised funds to donating appreciated stocks instead of cash, the duo breaks down smart ways to give — without missing out on valuable tax savings. You’ll learn Whether charitable giving might make sense for your tax situationThe...