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Bunching Charitable Deductions? Don’t Forget the Carryover Rules

Bunching Charitable Deductions? Don’t Forget the Carryover Rules

The Tax Act of 2017 increased the standard deduction and many people who itemized deductions in the past will now be better off taking the standard deduction. For the charitably inclined, a strategy we have been discussing with our clients is to bunch charitable gifts. While this can be a good strategy, there are limitations.

Learn more:
https://www.bna.com/planning-bunch-charitable-b57982091358/

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About Robert Lawson

DIRECTOR OF WEALTH ADVISORS

Bob Lawson serves as a Senior Wealth Advisor at Vector Wealth Management. He is a member of Vector’s Investment Committee, which is responsible for security selection, asset allocation, and investment due diligence.

Bob joined Vector Wealth Management in 2016. Prior to joining Vector, Bob worked in the banking sector as a senior wealth advisor. Bob has been in the financial services industry since 2000.

Bob earned a Master of Business Administration from the University of St. Thomas. He also holds a Bachelor of Science degree in Accounting from the University of Minnesota – Carlson School of Management.

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Vector Wealth Management is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.

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Robert Lawson

About Robert Lawson

DIRECTOR OF WEALTH ADVISORSBob Lawson serves as a Senior Wealth Advisor at Vector Wealth Management. He is a member of Vector’s Investment Committee, which is responsible for security selection, asset allocation, and investment due diligence.Bob joined Vector Wealth Management in 2016. Prior to joining Vector, Bob worked in the banking sector as a senior wealth advisor. Bob has been in the financial services industry since 2000.Bob earned a Master of Business Administration from the University of St. Thomas. He also holds a Bachelor of Science degree in Accounting from the University of Minnesota – Carlson School of Management.