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It’s a new year and a perfect time to think about charitable giving in 2024 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 in-person (or via Zoom video conference) presentation on charitable giving considerations in 2024.
Planning is important to maximize your tax implication. Join Danny Frederickson and Emma Mueller of Wealth Enhancement Group to learn about:
- Qualified Charitable Distributions from your IRA
- Utilizing a Donor Advised Fund
- Long-term gifting strategies
- Charitable Legacy Planning
Participation is open to the public. Sign-up below by Monday, March 5th.
Register here:
We encourage you to submit questions you would like answered during the Q&A.