Webinar Replay: Philanthropic Year-End Tax Planning

As we approach year-end and the season of thankfulness and giving, now is an opportune time to consider charitable tax strategies. Watch this webinar for an update on how to leverage charitable giving and minimize your 2022 tax burden.

Webinar Replay Here

Key Topics

  • Gifting Cash vs. Appreciated Securities
  • Qualified Charitable Distributions (QCDs)
  • Charitable Remainder Trusts (CRTs)
  • Charitable Lead Trusts (CLTs)
Hosts and Featured Speakers
Bhakti Shah, JD, CPA, Partner
Bonnie Orr, CPA, Partner
David R. Silversmith, CPA, CFP®, CFE, MBA, Senior Manager