Tax, Audit, Firm and Regulatory News

Beyond the Receipt: Mastering Charitable Substantiation in 30 Minutes

In this webinar recorded on August 21, 2024, Senior Tax Manager, Will Hendrick, discusses the intricacies of charitable substantiation. The session provides a high-level overview of the rules and requirements for documenting charitable contributions. Key topics include an overview of requirements for cash and non-cash contributions, special considerations for vehicles and digital assets including stocks and cryptocurrency, and essential takeaways for ensuring proper documentation. 

If you have questions please reach out to your Topel Forman contact or contact us at info@topelforman.com

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