📥 Grab Your Free Charitable Giving Planning Resources:

Charitable giving can be simple, but the tax and planning decisions behind it often are not.

Get four practical resources to help you make more informed giving decisions:

A QCD guide, a donor-advised fund guide, a breakdown of which assets may be best to give, and an overview of the charitable-giving vehicles available when your planning gets more complex.

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🎙️ Episode Description:

Earlier this year, the U.S. Tax Court threw out a $665,000 charitable deduction.

The donors had an appraisal, the required IRS form, and a signed letter documenting the donation.

And yet the court denied the entire deduction... because of ONE missing sentence.

And that same requirement can apply when you write a check to your church, give from your IRA, or buy tickets to a charity gala.

In this episode, I walk through what went wrong and what it can teach the rest of us.

Here's what you'll learn:

→ Why a canceled check alone may not be enough to back up your deduction

→ How QCDs, appreciated stock, and new 2026 rules can change the tax outcome of the same donation

→ The 4 questions I'd ask before making your next charitable gift

The charity gets your gift either way. The question is whether you get the tax benefit, too.

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Your retirement involves complex, interconnected decisions—taxes, income, healthcare, estate planning, investments.

See how they fit together in one coordinated strategy built around your numbers.

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Episode Resources:

→ Grab the Episode Show Notes

→ Get Your FREE Tax-Smart Retirement Toolkit

→ Learn About the Total Retirement System™