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What Donor Advised Funds Mean for Your Philanthropic Plans and Tax Savings

With the expanded Standard Deduction for 2018, fewer taxpayers will need to itemize their deductions on Schedule A, and many may realize zero tax savings for their charitable donations.

There is, however, a workaround solution to benefit tax-wise from your philanthropy.

You may have noticed articles about donor-advised charitable funds in the financial press. For individuals and families who give generously to strengthen their community, these funds are the go-to tax savings strategy for 2018. Here's why.

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How the New QBI Deduction Can Benefit Service Providers

One of the biggest benefits of Tax Reform allows owners of pass-through businesses, such as S corporations, partnerships and sole proprietors, the opportunity to treat 20% of their profit this year as tax-free income. It is called the Qualified Business Income (QBI) Deduction.

Just last week, Forbes published an article titled, "New Tax Deduction 199A Will be Lost for Many in 2018." Our goal is to make sure none of our clients miss out on this opportunity.

Unfortunately, Congress chose to exclude "specified service businesses" from this benefit. Don't despair quite yet, however. Congress did leave open a window whereby owners of service businesses can still get relief with advance planning and taking timely action.

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