Giving back — your way.
Creating a charitable gift-giving plan may provide you with multiple tax breaks: an income tax deduction, the avoidance of capital gains on highly appreciated assets and the reduction or elimination of estate taxes on the charitable contribution upon your death.
With changes in the tax environment, there may be compelling reasons to integrate philanthropy into your financial and estate planning.
We are happy to work with you and a qualified professional to help you decide if this is a good option for you.
This material has been provided for informational purposes only and is not intended to provide any specific tax or legal advice or provide the basis for any financial decisions. Howard Bailey of NC is not permitted to offer, and no statement contained herein shall constitute, tax or legal advice. Individuals are encouraged to consult with a qualified professional before making any decisions about their personal situation.
This helpful retirement kit includes three guides that address topics you should consider when planning your retirement. Enter your name and email address below to request your kit.
We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.
Investment advisory services may be offered through Global Financial Private Capital LLC, an SEC Registered Investment Adviser, or Howard Bailey Securities LLC, a Registered Investment Adviser.