News » Bill Loftus speaks on Tax Loss Harvesting with Investment News

Bill Loftus speaks on Tax Loss Harvesting with Investment News

Tax-loss harvesting, higher interest rates and a 60% deduction against adjusted gross income for donors have contributed to higher cash donations to charity.

“Those three things probably moved the needle toward cash contributions as opposed to in-kind contributions of either public or private assets,” said Coastal Bridge Advisors’ Founding Partner Bill Loftus in a recent InvestmentNews story.

Read the full article here: https://lnkd.in/eAZ3Y4Gu.

#WealthManagement #CharitableGiving #TaxLossHarvesting #InterestRates #CharitableContribution

Disclosure: This material by Coastal Bridge Advisors is for informational purposes only and is presented solely as an illustration of the typical advisor experience. Coastal Bridge Advisors does not provide tax or legal advice, and nothing contained in these materials should be taken as tax or legal advice. Unique client experiences and past performance do not guarantee future results.