Charitable Planning and Tax Strategies for 2022
July 14, 2022
In this webinar on July 14, 2022, Daniel H. Yoo, CFP®, CEPA®, Senior Wealth Advisor with PBMares Wealth Management, moderates a discussion on charitable giving and tax minimization strategies. Our presenter is Jim Carpenter, CAP, ChFC, CLU, Vice President and Charitable Planning Consultant with FIDELITY Charitable.
Discover the charitable landscape and how donors give today, learn how to best utilize complex assets and investments for giving purposes, and understand how you can maximize impact while minimizing the tax burden.