A Few Missings Words Can Cost You a Massive Tax Deduction - a podcast by Kevin Lum

from 2022-08-05T23:52:35

:: ::

The IRS recently disallowed a charitable donation, because the donor was missing just a few simple words. And it turns out a lot of donors are making the exact same mistake. In this video I'll walk through the mistake a widow made that cost her a $464,000 tax deduction because her tax paperwork lacked a few key words and tell you how to avoid the same mistake. We'll walk through the key things you need to know whether you're contributing $500 or $500,000.00.

Further episodes of Retirement Made Simple

Further podcasts by Kevin Lum

Website of Kevin Lum