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Recorded Webinars

If you would like us to speak at an upcoming event, feel free to reach out to discuss the event and availability.

Maximizing Year-End Gifts To Charity Thumbnail

Maximizing Year-End Gifts To Charity

As the year-end and the season of gratitude and generosity draw near, you may be considering making gifts to charity. Watch this recording to learn how to optimize your charitable giving and potentially reduce your tax burden for 2023. Explore key topics such as gifting cash versus appreciated securities, the advantages of Qualified Charitable Distributions (QCDs), and the benefits of donor-advised funds.

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