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Thumbnail of the Gift Strategies for Year-End Tax Planning Whether You Itemize or Not guide

Request our complimentary guide to learn how to use gift strategies to save taxes at year-end

Gift Strategies for Year-End Tax Planning Whether You Itemize or Not explains strategies such as:

  • Make a gift from your retirement plan.
  • Give appreciated securities for a double tax benefit.
  • Make next year's gift now.
  • Advance your legacy gift and receive a deduction.
  • Accelerate noncharitable deductions.
  • Defer income to next year.
  • Wait to sell appreciated assets.


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