Bunching for Impact: How CLATs Turn New Deduction Hurdles Into Strategic Opportunity
With the higher standard deduction and new giving thresholds introduced by recent legislation, many taxpayers no longer receive a tax benefit from annual charitable contributions. A Charitable Lead Annuity Trust (CLAT) offers a strategic way to “bunch” those deductions into a single, high-impact year. By front-loading charitable giving through a CLAT, donors can generate a […]