As the year ends it’s important to consider your Equity Compensation holdings when it comes to the charitable donations you may want to do before the tax year ends. Of course, any time is a good time to make donations to charities, but year-end seems to be opportune because of the tax implications involved. And there are good ways and better ways to make your donations, also based on tax implications. This episode takes a high-level look at the best ways to make your donations and what you should consider in terms of dos and don’ts.

You will want to hear this episode if you are interested in... * The focus on charitable giving using your company stock [0:21] * These comments are based on 2021 rules, so keep that in mind [0:48] * Deductions for charitable giving of company stock [1:11] * The proper steps for donating with “Donor Advised Funds” [5:42] * This week’s FLASHBACK: My second BIG Christmas tree purchase [7:08]

Connect With Dan Johnson * https://forwardthinkingwm.com * Subscribe on Youtube * Follow on Linkedin

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