Tax-Savvy Giving: Aligning Strategies with Charitable Goals

Date:
Thursday, September 19, 2024
Time:
11:00 AM - 12:00 PM
Tax Planning Webinar page banner

 

Please join us virtually to discover how you can make a meaningful impact on the causes you care about by aligning your financial strategy and charitable goals.

Topics include:

  • Donor Advised Funds (DAF)
  • Qualified Charitable Distributions (QCD)
  • Noncash Donations
  • Tax Deductibility of Donations
  • Advanced Tax Strategies

During this informative webinar, you will have the opportunity to have your questions answered by Ryan Goldenhar, JFS Board Treasurer and Co-Founder of Wealth With Options, and Victor Shlionsky, CPA, at Lavine, Lofgren, Morris & Engelberg, LLP.

Ryan Goldenhar Square Photo Ryan Goldenhar, CFA®, CFP®
Co-Founder
Wealth With Options
   
Victor Shlionsky Square Photo Victor Shlionsky, CPA
Tax Partner
Lavine, Lofgren, Morris & Engelberg, LLP

We're sorry, the deadline for registering for this event has passed.