CLearn many charitable giving techniques that allow you to receive great tax savings. Learn how shrewd philanthropists have been making big gifts for years while at the same time accomplishing their personal and financial goals. Discover the best assets to give, assessing when IRA, cash or appreciated assets should be gifted. Includes the basics of estate planning, wills, living trusts, 529 tuition plans and powers of attorney. New developments and tips from the recent tax code changes are also addressed.

Important Note:

This is a live Zoom class. Your invite will be emailed prior to the start of class.