Why Your Charitable Deduction Can Disappear (Even With a Receipt)

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A QCD guide, a donor-advised fund guide, a breakdown of which assets may be best to give, and an overview of the charitable-giving vehicles available when your planning gets more complex.

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🎙️ Episode Description:

Earlier this year, the U.S. Tax Court threw out a $665,000 charitable deduction.

The donors had an appraisal, the required IRS form, and a signed letter documenting the donation.

And yet the court denied the entire deduction... because of ONE missing sentence.

And that same requirement can apply when you write a check to your church, give from your IRA, or buy tickets to a charity gala.

In this episode, I walk through what went wrong and what it can teach the rest of us.