The firm advises clients in all aspects of charitable planning, as described in this recent Powerpoint presentation by Jim Blase:

Charitable Giving Under the New Tax Laws

The firm also advises clients on how to partner with charity in order to reduce income taxes on IRA and 401k benefits after the SECURE Act.  Here is a link to Jim's April, 2023 article in this area:

Using a CRT to Minimize the Adverse Effects of the SECURE Act

The August, 2023 issue of Planned Giving Today includes an article written by Jim which illustrates how an individual can utilize his or her IRA to benefit charity without reducing the amount left to the individual's children.  Here is a link to the article:

The IRA/Charitable Remainder Trust

The November 9, 2023 online edition of Financial Advisor magazine includes this article by Jim on donor-advised funds and tax-smart charitable giving under the current tax laws:

Donor-Advised Funds and Tax-Smart Charitable Giving Under Current Laws

The January, 2024 edition of Estate Planning includes an article by Jim on the tax advantages of paying IRAs and 401ks to charitable remainder trusts at death:

Revisiting the Payment of IRAs and 401ks to CRTs in Light of the SECURE Acts and Higher Interest Rates

Click on the above slide to download Jim Blase's PowerPoint presentation titled "Charitable Giving Under the New Tax Laws."