Why your clients should consider giving now

04/10/2011 | Financial Planning

A number of incentives are giving clients good reasons for making generous donations today, writes Martin Shenkman, CPA/PFS. Giving now will allow clients to benefit from the temporary $5 million gift-tax exemption, protect assets from uncertainty and avoid unnecessary taxes such as state or estate taxes, he writes. Options range from simple cash transfers to trusts that offer different levels of control and tax benefits.

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