Charitable Gifts of Life Insurance
Did you know life insurance can be a powerful tool for charitable giving? By naming a charity as the beneficiary, you can make a meaningful gift that may also provide tax benefits.
Close Out 2024 with These Key Financial Actions
Senior Associate Michael Griffin, CFP®, Associate Josh Weidie, CFP®, CWS®, and Tax Manager Matthew Reed, CPA/ABV, join forces to discuss key financial and tax year-end moves that investors should consider to finish 2024 on the right foot.
Building a Legacy: Strategic Charitable Giving Options for Investors
Director of Investments Jacob Keen, CFA, is joined by Senior Associate Michael Griffin, CFP ®, and Associate Peter Lynch to advise a couple who want to create a legacy of philanthropy with their assets. They discuss donor-advised funds, family foundations, and giving with life insurance.
Maximizing Your Retirement Savings: Smart Strategies for Managing RMDs
Research Analyst Nick Antonucci, CVA, CEPA is joined by Senior Associate Michael Griffin, CFP®, and Associate Clay Norman, CFP®, to provide recommendations for a couple who don’t need the funds from their required minimum distributions to pay living expenses. They discuss charitable contributions, Roth conversions, and reinvestment options.
Taxes and Holiday Gift Giving
The holiday season is customarily a time of giving gifts, whether to your favorite charity, family members or others. Some gifts even provide a variety of tax benefits.
Maximizing Philanthropy and Minimizing Tax with Qualified Charitable Distributions
Excerpt: Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate D.J. Barker, CWS®, and Associate Giuliana Barbagelata, CFP® to provide advice for a couple of investors who are fortunate enough not to need all their required minimum distributions from their retirement accounts for living expenses. D.J. and Giuliana explain how they can direct that money to their favorite charitable organization and still receive tax benefits.
The Power of Georgia’s Unique Tax Credits for Community Impact
John Dickson, CPA, CVA, CFP®, Tax Partner with Henssler CPAs & Advisers, joins Chief Investment Officer Troy Harmon, CFA, CVA, and Senior Associate Logan Daniel, CFP®, CRPC®, to discuss Georgia tax credits that allow taxpayers to direct their tax money to causes they care about.
In the News: Henssler Financial Sponsors ServeComm’s Newest Laundry Trailer
Henssler Financial reaffirms its commitment to investing in others with the addition of an eight-station mobile laundry trailer for incident response foundation ServeComm, which can be used remotely in areas hit by severe weather or other natural disasters.
Tax Consequences of Crowdfunding
Between sites like GoFundMe, Kickstarter, and Indiegogo. each has its own charges, limitations, and withdrawal processes. Furthermore, both the IRS and the SEC are closely watching the taxability of the money raised.
Financial Planning and Giving: Unlocking the Potential of an Unexpected Windfall
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Senior Associate Michael Griffin, CFP®, and Associate Peter Lynch to discuss an investor who wants to direct her significant inheritance to charity by creating a lasting legacy.