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February 15

Charitable Giving Considerations in 2023

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You can watch a recording of this Zoom presentation on Charitable Giving Considerations for 2023 on YouTube here.

Here is a link to the PowerPoint presentation.


It’s a new year and a perfect time to think about charitable giving in 2023 and the tax implications. Whether you itemize or not, charitable giving to causes you believe in can help your tax picture.

I invite you to join us for a free Zoom videoconference on charitable giving considerations in 2023.

Planning is important to maximize your tax implication. Join Danny Frederickson and Tim O’Brien of Wealth Enhancement Group to learn about how the SECURE Act 2.0 could impact your 2023 tax year, plus:

  • Changes to required minimum distributions (RMDs)
  • Review of charitable deductions for 2023
  • What is a Donor Advised Fund and more!

Participation is open to the public. Sign-up below by Monday, February 13th to receive the Zoom link.

We encourage you to submit questions you would like answered during the Q&A.

February 15, 2023
11:00 am - 11:30 am