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Year-End Charitable Giving: How to Maximize Deductions Under the New Tax Rules

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Manage episode 517711740 series 3647558
Content provided by Irvin Schorsch. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Irvin Schorsch or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In this episode, PCM financial advisors Andrew Randisi and Christopher Mallon discuss smart charitable giving strategies in light of the upcoming 2026 tax law changes. Learn how to make the most of new deduction limits, navigate the 0.5% AGI floor, and decide whether to give now or wait until next year. From cash gifts to appreciated stock donations, they share practical ways to maximize your impact while reducing your tax burden.

🎧 Perfect for anyone looking to give more intentionally—and more efficiently—this year.

Thank you for listening. For more information about how we can help you achieve your financial goals and live a life you love, please visit PCMAdvisors.com.

  continue reading

62 episodes

Artwork
iconShare
 
Manage episode 517711740 series 3647558
Content provided by Irvin Schorsch. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Irvin Schorsch or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In this episode, PCM financial advisors Andrew Randisi and Christopher Mallon discuss smart charitable giving strategies in light of the upcoming 2026 tax law changes. Learn how to make the most of new deduction limits, navigate the 0.5% AGI floor, and decide whether to give now or wait until next year. From cash gifts to appreciated stock donations, they share practical ways to maximize your impact while reducing your tax burden.

🎧 Perfect for anyone looking to give more intentionally—and more efficiently—this year.

Thank you for listening. For more information about how we can help you achieve your financial goals and live a life you love, please visit PCMAdvisors.com.

  continue reading

62 episodes

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