Tax Planning Services

Charitable Giving Planning

The right tax strategy can help you determine how much to give, what asset to give, and when to give to your favorite charities while ensuring you receive full tax advantages you’re entitled to.

Through charitable giving, you can defer or reduce federal income tax, capital gains, and even estate taxes. Did you know you can donate long-term appreciated assets like bonds, stocks or real estate to or eliminate capital gains and take an income tax deduction for the fair-market value, for example?

Charitable giving tax strategies can be complex, especially to reduce capital gains and estate planning.

Contact Morris and Associates today for a FREE consultation regarding a plan that makes the most sense for you.