Q3 2022 Tax Updates
This quarter saw major developments to tax law and administration (3rd quarter, 2022). While these developments don’t directly impact charitable giving, charitable trusts, or donor-advised… Read More »Q3 2022 Tax Updates
Preparing for Giving Season? Help clients lock in tax savings now by funding a DAF before year-end – and deciding on charities later.
Joseph Gianforte, CPA, is an experienced tax expert with a career spanning two decades. His career began with preparing tax returns for small businesses and their owners before progressing to serve high net worth individuals. For the past five years, Joseph has served as the Director of Advanced Philanthropic Accounting at Ren, specializing in high-level tax returns for trusts and private foundations. He also advises clients on charitable giving strategies and guides clients through Federal and state tax compliance matters.
This quarter saw major developments to tax law and administration (3rd quarter, 2022). While these developments don’t directly impact charitable giving, charitable trusts, or donor-advised… Read More »Q3 2022 Tax Updates
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