Well by now, your first tax return has been filed (or extended) under the rules of the Tax Cuts and Jobs Act of 2017. As advertised, there were significant changes to itemized deductions which impacted many people. A charitable giving strategy can be an important part of your overall tax planning. Check out the link below for a short 2 minute video which explains the opportunity. This opportunity is further maximized by giving away appreciated securities instead of cash. Now is a great time to assess your giving for 2019!
PYA Waltman Capital, LLC (“PYA Waltman”) is a registered investment adviser registered under the Investment Advisers Act of 1940, as amended. Registration does not imply a certain level of skill or training. More information about PYA Waltman including our investment strategies, fees and objectives can be found in our ADV Part 2, which is available upon request.