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
Succession Link Webinar: Growth Through Acquisition: Finding the Right Fit
Attention financial advisors, wealth managers, and brokers: are you one of the many without a continuity or succession plan? In this Succession Link webinar, you’ll learn how to find the right suitor and about the key drivers to a successful transition.
Vance in InvestmentNews: Investing Legend Jeff Vinik Gets a Lukewarm Reception
Vance Barse, wealth strategist at Manning Wealth Management, agreed that the current cycle, including an historic 10-year bull market, has put star managers on the back burner for now.
Vance in InvestmentNews: Hearsay Helping Advisers Add Instagram to Social Media Strategies
D. Vance Barse, a wealth strategist with Manning Wealth Management, said he doesn’t use Instagram because he doesn’t have software to help him archive content from the app. But something like Hearsay Social that solves the technology obstacle would make him reconsider the platform.
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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