The Planner's Perspective; Year-End Giving Opportunities
Jewish Exponent, December, 2004 by Pozen, Robert C.
Pozen, Robert C. Jewish Exponent 12-02-2004 This bimonthly column, written by members of the Estate Planners Advisory Committee of the Federation Endowments Corporation, offers advice on insurance, estate, tax and investment-planning opportunities to help both you and the community. With the close of 2004 at hand, now is the time to take a look at your tax situation and year-end giving opportunities.
Gifts you make in the next four weeks can reduce your taxes, as well as help you meet your financial and charitable goals. The first thing you should do is assess your tax situation and charitable goals. Look at your stock and bonds, and assess what your capital gains and losses will be. Also, assess what your total income will be for the year, and determine...
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