Good Intentions Aren’t Enough: How to Structure a Charitable Legacy
A “Henssler Money Talks” listener wants to create a trust to leave a legacy to his college fraternity but wonders how to structure annual 10% distributions without trustee fees eating up the gift. We explore the tradeoffs between giving vehicles and why the fraternity’s tax status could significantly shape the strategy.
Will Tax Law Changes Impact Your Giving Strategy?
New tax laws take effect in 2026 that will change how charitable donations are deducted. From bunching strategies to donor-advised funds and IRA giving, timing will matter more than ever. Here’s how to make the most of your philanthropy under the new rules.
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
The “Henssler Money Talks” hosts 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.