Creating a Lasting Legacy: Philanthropic and Charitable Tax Planning

charity

Webinar Playback:

https://www.youtube.com/watch?v=I1nEe34x60s

Join us for a 60-minute virtual presentation about charitable planning techniques that minimize taxes and more importantly fulfill philanthropic goals and create a lasting legacy to help others:

  • Donor Advised Funds
  • Donating an IRA and Other Retirement Assets
  • Bunching of Charitable Deductions
  • Use of Appreciated Property Donations
  • Advanced Charitable Giving Techniques

Webinar Speakers

The webinar speakers include Isdaner & Company professionals:

Questions

Any questions, contact Jill Lock, Director of Marketing, or call (484) 434-2032.