As year end tax planning kicks into gear, consider how cash contributions to a Legacy Plan can help reduce your tax liability and create charitable impact. Key 2024 cash charitable deduction limits.

• 60% AGI Deduction: Cash to a Legacy Plan will allow for deductions up to 60% of AGI (adjusted Gross Income), making it a strategic option for clients looking to offset the tax impact of ordinary income, and or capital gains.

TureaudHFS offers flexible charitable solutions, including cash-funded charitable plans, and a donar advised fund, customized to meet each client's needs, and may help in passing accrued gains to heirs in a more tax favored manner, and support your favorite charity or non-profit organization.

For more details or to discuss tailored planning strategies, please complete our needs analysis form.