Live Webinar: Philanthropic Year-End Tax Planning

As we approach year-end and the season of thankfulness and giving, now is an opportune time to consider charitable tax strategies. We invite you to join our webinar for an update on how to leverage charitable giving and minimize your 2022 tax burden.

Key Topics:

• Gifting Cash vs. Appreciated Securities
• Qualified Charitable Distributions (QCDs)
• Charitable Remainder Trusts (CRTs)
• Charitable Lead Trusts (CLTs)

Hosts and Featured Speakers:
Bhakti Shah, JD, CPA, Partner
Bonnie Orr, CPA, Partner
David R. Silversmith, CPA, CFP®, CFE, MBA, Senior Manager