Webinar Replay: 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. Watch this 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)
Bhakti Shah, JD, CPA, Partner
Bonnie Orr, CPA, Partner
David R. Silversmith, CPA, CFP®, CFE, MBA, Senior Manager