- Tax Planning, Estate Taxes, Charitable Trusts
Maximize Charitable Giving & Cut Taxes!
Date & Time
- October 9th @ 12:00 PM (PST)
Description
- Imagine doubling your impact while cutting your tax bill! Join us to learn Charitable Strategies, with attorney and author Jim Cunningham alongside financial advisors at Ascent Wealth Management. Discover how to maximize your giving using donor-advised funds, charitable trusts, and appreciated assets. Learn to strategically align your charitable contributions with asset sales to enhance impact and minimize taxes. Find out which assets are best to leave to charities versus heirs and how to manage excess RMDs with qualified charitable distributions. Don’t miss this chance to transform your philanthropic approach.