July 01, 2013

Doing Well by Doing Good: How Senior Lawyers Can Maximize the Tax Benefits of Their Charitable Contributions

Bruce A. Mann

Senior lawyers and their clients frequently have their peak earning years as they near retirement. Many have accumulated sufficient wealth for their retirement and want to provide ongoing support for charities they have been involved with during their working years. I interviewed Peter K. Maier, a professor emeritus of Hastings College of the Law, University of California, San Francisco, on the subject of how to do so in the most tax-efficient manner and how to use charitable contributions to ameliorate the tax consequences of a year in which a lawyer has exceptionally high income. Peter has taught at UCLA, Stanford Law School, and Boalt Hall, the UC Berkeley School of Law. He is also a registered investment advisor and chairman of Private Wealth Partners, LLC, a Marin County investment management firm.

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