Dec 16, 2020

As the year draws to a close, many clients are pursuing charitable giving. Mike Landsberg, CPA/PFS, partner at Homrich Berg in Atlanta, discusses what he’s seeing in terms of charitable giving this year, how the Coronavirus Aid, Relief, and Economic Security (CARES) Act, P.L. 116-136, has affected giving, and how clients can use giving to save on taxes while contributing to causes that matter to them.

What you’ll learn in this episode:

• Why 2020 is a good year to give to charity. (1:43)
• How the CARES Act has affected charitable giving. (2:47)
• Giving strategies clients can use to save on their taxes (5:03), even if they’re not high-net-worth. (8:25)
• How to start talking about charitable giving with your clients. (8:59)
• One way to help clients specifically interested in COVID-19 relief. (11:11)