))
Ep. 17 | How to Give More to Charity and Pay Less Tax
Manage episode 507346914 series 3668826
المحتوى المقدم من Tré Bynoe CFP®, CIM® and Tré Bynoe CFP®. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة Tré Bynoe CFP®, CIM® and Tré Bynoe CFP® أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.
Want to support a cause and cut your tax bill? This episode is for you.
Tré explains how to give to charity in a smarter, more tax-efficient way — without spending more out of pocket. Whether you're tithing, giving to local rescues, or donating to major organizations, there’s a better way than cash or cheques.
The key? Donating appreciated investments.
You’ll learn:
- Why giving securities instead of cash saves you tax
- How to turn capital gains into tax-free donations
- The role of CanadaHelps and how to use it
- What advisors often miss when clients make large donations
- How business owners can give through their corporations
If you’re giving thousands a year and no one’s talked to you about this, that’s a red flag.
Follow, rate, and share to help more Canadians give generously—and wisely.
21 حلقات
مشاركة
