Episode 159: IN FOCUS: Qualified Charitable Distributions: Rules, Opportunities, and Tax Traps with Lisa Presser and Brian Balduzzi (Faegre Drinker)

Join Jonathan I. Shenkman, President & CIO of ParkBridge Wealth Management, as he goes “IN FOCUS” to explore more advanced wealth planning topics.

This week, we go IN FOCUS where we explore more advanced wealth planning topics.

Today, we are joined by Lisa Presser and Brian Balduzzi both from the law firm Faegre Drinker Biddle & Reath based in Princeton, NJ & Philadelphia, PA. Brian and Lisa will be discussing “Qualified Charitable Distributions: Rules, Opportunities, and Tax Traps for 2026 and Beyond.”

By way of background, since 2006, certain qualifying individuals have been able to distribute a portion of their individual retirement accounts to qualified charities while excluding these distributions from their taxable income. The rules related to making these qualified charitable distributions (“QCDs”) have evolved over the years, most recently under the SECURE Act and SECURE Act 2.0. While simple in theory, the QCD rules can be a tax trap or missed opportunity for investors. As families consider their tax and charitable planning for 2026 and beyond, their advisors should review the rules, the best practices and traps for consulting with clients on making QCDs in a timely and efficient manner.

***UPCOMING LIVE SPRING WEBINAR: My next webinar is on Tuesday, May 12th featuring Timothy P. Noonan, Esq. Partner, Hodgson Russ LLP based in Buffalo, NY. Tim will be discussing Hot Topics in State Tax Residency: Audit Enforcement and Wealth Taxes.” You can register here: https://us02web.zoom.us/webinar/register/WN_0AMJF8MeTaegYhG83U36dg

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