In case you missed it, join Sax LLP and Sax Wealth Advisors for a recorded presentation that helps arm you with sophisticated charitable planning strategies in our current and evolving climate for transferring wealth and reducing tax burden.
Topics for discussion included:
- An overview of the current proposals being considered in Congress that could shake up what we know about transferring wealth and tax implications.
- The advantages and disadvantages of various types of charitable giving:
- Annual cash donations
- Donor Advised Funds
- In Kind Donations of Appreciated Assets
- Qualified Charitable Distributions (QCDs)
- Charitable Trusts