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WATCH THE WEBINAR: IMPORTANT CHARITABLE PLANNING TECHNIQUES

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

WATCH THE WEBINAR

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