Strategic charitable giving starts with understanding exactly what options you have when it comes to contributing to causes & organizations in a tax-advantaged way. Find out why direct cash donations aren’t the smartest way you can give.
Important Insights You May Have Missed: New Changes in Place and On The Way
a Previously Recorded Webinar
Earlier this year, we invited Dan Harris, attorney and partner at Shuffield Lowman, for a Virtual Coffee Talk. During the discussion, we looked at what you can be doing in the face of recent, and upcoming, legal, economic, and social changes. Now, months later, the insights we discussed remain timely and helpful, especially given the uncertainties of projected impending changes to federal income tax code. In this live Zoom event recording, we assess case studies to help build relevance to your situation. The case studies are designed to address how the Coronavirus Aid, Relief, and Economic Security Act, (CARES ACT), Setting Every Community
How do I protect my assets? Protection begins before before lawyers ever enter the picture.