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
Snappy Kraken’s Jolt Conference: Financial Media & Public Relations Panel Featuring Vance Barse
Wealth Strategist Vance Barse shares key financial media & public relations methods to deliver financial literacy and promote your practice.
Fiduciary Wealth Management: Misconception Number One
Fiduciary financial advisor Vance Barse discusses misconception number one–"All Advisors Do Comprehensive Financial Planning"–from his book "Fiduciary Wealth Management". To learn more about all things fiduciary, download "Fiduciary Wealth Management: The...
Fiduciary Wealth Management: Misconception Number Two
Fiduciary financial advisor Vance Barse discusses misconception number two–"My Advisor Claims to be a Fiduciary and Therefore is Acting in my Best Interest"–from his book "Fiduciary Wealth Management". To learn more about all things fiduciary, download "Fiduciary...
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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