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deductions to charity
Deducting Contributions to Charity 1080 1080 Bernstein Financial Services

Deducting Contributions to Charity

Those of you that are retired, taking minimum distributions and you also give to charity but you don’t itemize, you’re not getting that charity deduction.

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gift taxes
What You Need To Know About Gift Taxes 1080 1080 Bernstein Financial Services

What You Need To Know About Gift Taxes

Iif you give less than $15,000 in 1 year, you don’t have to fill out any paperwork. If you give more than $15,000 in 1 year, you’re supposed to fill out a form called 709 Gift Tax Return and there’s no tax to pay if you’re under the exclusion.

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