As Featured In: Trust & Estates Magazine
Tax-Smart Charitable Planning Strategies That Marry Passion and Purpose
“With the stock market hovering at an all-time high, there’s never been a better time to evaluate which charitable planning strategies can help donors maximize impact via their estate planning.” – Vance Barse
PFs
“Family foundations are often best for donations of $1 million or more when the family serves as the primary research and/or charitable board.”
DAFs
“Donors receive a deduction of up to 30% of AGI by donating highly appreciated non-qualified assets and a deduction of up to 60% of AGI for donating cash.”
QCDs
“Typically, QCDs are considered by taxpayers who must take their required minimum distributions (RMDs) and have charitable intent.”
CRTs
“A CRT pays an income interest to an individual (or individuals) for a term of years or lifetime, with the remainder of the assets passing to a charity.”
CLTs
“A CLT offers an estate tax freeze and comes in two flavors: reversionary (grantor lead) and non- reversionary trusts.”
CGAs
“A CGA is established with a charity, such as the Red Cross, whereby the donor makes a charitable donation in exchange for a lifetime annuity.”
Mastering Financial Planning: Key Insights from Vance Barse
Making Portfolios Lower Cost and More Tax Efficient
Vance Barse, CPWA®, AIF®, Wealth Strategist & Founder of Your Dedicated Fiduciary®, lectured during the Wealth Management EDGE conference on how to convert an expensive, tax-inefficient portfolio to a lower cost, more tax-efficient portfolio. Want more key...
Portfolio Management: Active Versus Passive
Vance Barse, CPWA®, AIF®, Wealth Strategist & Founder of Your Dedicated Fiduciary®, lectured during the Wealth Management EDGE conference on how to use active and passive management in investment portfolios. Want more key insights into what you should know about...
Fiduciary Wealth Management: The Millionaire’s Guide to Hiring the Right Financial Advisor
The power of education is remarkable, so I’m offering this resource to help the public enhance its knowledge about financial advisors. This insightful and easy-to-read e-book offers key questions to ask your financial advisor or one you’re thinking about hiring, and outlines how to hire the right financial advisor.
Vance Barse
Vance Barse is a renowned financial planner with over a decade of experience in the industry. He is dedicated to helping individuals and families achieve financial security through personalized strategies and expert advice. Vance is a frequent speaker at industry conferences and has contributed to numerous publications, sharing his deep knowledge and innovative approaches to financial planning.
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