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A tax-efficient way to donate to charity

Posted on February 13, 2018

Owners of individual retirement accounts who are at least age 70 1/2 can contribute some or all of their IRAs directly to charity. The motivation to do so is that it can be advantageous from a tax perspective in some cases. If you have a traditional IRA, you must begin taking required minimum distributions (RMDs) […]

Filed Under: Newsletter // Tagged: charitable giving, financial planning, IRA, Required Minimum Distributions, RMDs, taxes, wealth management

The Tax Cuts and Jobs Act of 2017 – A Brief Review

Posted on December 26, 2017

The Tax Cuts and Jobs Act of 2017 – A Brief Review

Congress passed the “Tax Cuts and Jobs Act” last week. The President signed the legislation on Friday, December 22, 2017. The legislation can be found on the House Ways and Means website. Here is a brief review of the changes that will affect individual taxpayers: Income Tax Rates There will be seven income tax brackets: […]

Filed Under: Newsletter // Tagged: 529 plans, charitable giving, financial planning, health care, personal finances, taxes, U.S.

Can I use my IRA to donate to a charity?

Posted on September 19, 2017

At Springwater, we have clients who are over the age of 70, who have individual retirement accounts (IRAs) and who do not need additional income. However, the government requires those over 70 (technically 70 1/2) to take distributions from their IRAs regardless of whether they need or want the money. For those who have a […]

Filed Under: Estate Planning, Financial Planning, Financial Planning, Services, Taxes, Wealth Management // Tagged: charitable giving, estate planning, financial planning, IRA, taxes, wealth management

What is a Donor Advised Fund?

Posted on September 5, 2017

A few weeks ago, our Stream blog highlighted how you can give to charity by donating your appreciated investments. As the donor, you receive an income tax deduction for the fair market value of the securities. The charity receives your donated investments, sells them, pays no taxes and uses the proceeds to support its cause. Today we’re […]

Filed Under: Estate Planning, Financial Planning, Financial Planning, Services, Wealth Management // Tagged: charitable giving, estate planning, personal finances, taxes, U.S., wealth management

Donating Investments to Charity

Posted on August 22, 2017

Many of our clients give to charity and they do so in a variety of ways. They give cash contributions, their time and energy (e.g. at the local library), their professional services (e.g. on a board of directors), their old vehicles (OPB loves to receive them), their physical labor (e.g. hiking trail maintenance), clothing they no […]

Filed Under: Financial Planning, Financial Planning, Investment Management, Services, Taxes, Wealth Management // Tagged: charitable giving, financial planning, personal finances, taxes, U.S., wealth management

Should you have a trust?

Posted on September 24, 2014

Forbes magazine recently featured a column addressing the question of whether most Americans should have a revocable living trust as part of their overall estate plan. In the author’s view, many estate planning attorneys suggest that everyone should have a trust, while most Americans don’t even have a simple will. Since there is an investment […]

Filed Under: Estate Planning, Financial Planning, Services // Tagged: charitable giving, estate planning, personal finances, taxes, U.S.

Avoiding tax mistakes with year-end charitable giving

Posted on December 19, 2013

The Wall Street Journal recently published a feature section on avoiding potential traps and pitfalls with your year-end charitable giving.  You can read the entire December 16, 2013 article here.

Filed Under: Estate Planning, Financial Planning, Services // Tagged: charitable giving, estate planning, personal finances, taxes, U.S.

OUR LOCATIONS

Our Portland office is conveniently located off Highway 217 in the Lincoln Center office complex.

Lincoln Center 5
10200 SW Greenburg Road, Suite 320
Portland, OR 97223

Our Bay Area office is located in downtown Santa Cruz.

615 Water Street
Santa Cruz, CA 95060

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