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I n t h i s s e c t i o n w e w i l l c o v e r :uraccounted4accounting.com
Basics
DISCLAIMER: This is for general information only and is not a substitute for professional tax advice.
I n t h i s s e c t i o n w e w i l l c o v e r :uraccounted4accounting.com
BasicsDonating Stocks
DISCLAIMER: This is for general information only and is not a substitute for professional tax advice.
I n t h i s s e c t i o n w e w i l l c o v e r :uraccounted4accounting.com
BasicsDonating StocksDirect From IRAs
DISCLAIMER: This is for general information only and is not a substitute for professional tax advice.
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Takes about 4 minutes.
BASICS
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ITEMIZEDDEDUCTION
BASICS
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GENERALLY50% AGI
LIMITATION
BASICS
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SOMETIMES30% AGI
LIMITATION
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APPRECIATEDSTOCK
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> 1 YEAR=
CAPITAL GAIN
NOT CAPITAL?
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DEDUCTION=
LCM
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DEDUCTIONWITHOUTINCOME
BASICS
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GENERALLY50% AGI
LIMITATION
CAPITAL GAIN PROP
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GENERALLY30% AGI
LIMITATION
OPTION
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DEDUCT BASISFOR 50% AGILIMITATION
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DIRECTFROM
IRA
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WHY?
SATISFIESRMD
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Not TaxedBENEFITS
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Not TaxedPhaseouts
BENEFITS
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Not TaxedPhaseouts
Standard Deduction
BENEFITS
R e c a p o f w h a t w e c o v e r e d :
Itemized; 50% AGILimit
uraccounted4accounting.com
R e c a p o f w h a t w e c o v e r e d :
Itemized; 50% AGILimitFV Deductions
uraccounted4accounting.com
R e c a p o f w h a t w e c o v e r e d :
Itemized; 50% AGILimitFV DeductionsDirect From IRAs
uraccounted4accounting.com
WEB:FACEBOOK:TWITTER:
uraccounted4accounting.comuraccounted4accounting@CFarrellCPA
