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](../images/content/pagebuilder/Tax-Planning-Webinar-page-banner.jpg)
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.
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Ryan Goldenhar, CFA®, CFP® Co-Founder Wealth With Options |
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Victor Shlionsky, CPA Tax Partner Lavine, Lofgren, Morris & Engelberg, LLP |