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Maximizing the Value of Charitable Gifts Post-Tax Reform

Among the sweeping changes included in the federal tax reform legislation passed last year by Congress are various reforms that may affect the federal tax benefit of charitable giving. While the reforms discussed below will expire at the end of 2025 (unless extended by future legislation), they have sparked vigorous debate about their potential impact on charitable giving. Donors may want to consider the below strategies to maximize the value of their charitable contributions under the new law, as well as the impact of their gifts.

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COVID-19: Implications for Personal Planning

Time to Read: 1 minutes Practices: Private Client

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Coronavirus Landing Site

The sudden and unexpected impact of the COVID-19 pandemic has changed our daily lives and has many implications for personal planning. We have been counseling clients about immediate practical concerns as well as refocusing on charitable and estate planning in this new environment.

This newsletter was updated on April 30, 2020 to reflect the passage of legislation in Massachusetts permitting remote notarization and witnessing, and the issuance of CARES Act guidance relating to charitable remainder trusts.

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