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Tag Archives: charitable giving

What You Need to Know to Start a Family Foundation by Adam Cohen, CPA

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Posted on July 27, 2026 by Adam Cohen

Private foundations help high-net-worth families create lasting, multi-generational philanthropic legacies that reflect their unique values and goals and deliver unique income and estate tax advantages. While they provide a legal structure for family members to control their giving and maximize the impact of those gifts, they also come with a long list of rules, restrictions […]

Why You Should Max Out Charitable Giving in 2021 by Adam Cohen, CPA

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Posted on October 20, 2021 by Adam Cohen

Giving money to charity enables you to support the issues, organizations and causes that are important to you. Not only do these efforts fill you with pride and gratitude, but they may also enable you to reduce your tax liabilities, especially for tax years 2020 and 2021. Individual Taxpayers Among the provisions included in the […]