June 3, 2026

Episode 12 The Hidden Rules of Charitable Giving: Avoiding Costly Mistakes

Episode 12 The Hidden Rules of Charitable Giving: Avoiding Costly Mistakes

Last Updated 41 minutes ago

Join Philip Stein and Darren Eliasov for a detailed discussion on the importance of proper documentation in charitable giving, the interplay of US and Israeli tax laws, and strategic tips for maximizing tax benefits through charitable contributions, including stock donations and Donor-Advised Funds.

Key Topics

  • Importance of receipts in U.S. charitable deductions
  • US and Israeli tax treaty on cross-border donations
  • Donor-advised funds and their benefits
  • Tax implications of donating appreciated stock
  • Timing and documentation in charitable giving
  • Impact of tax law changes in Israel and the U.S.

The post Episode 12 The Hidden Rules of Charitable Giving: Avoiding Costly Mistakes appeared first on Philip Stein & Associates.