Tax Tips for Charitable Giving

Giving to your favorite charities can be personally rewarding; being strategic about your planning maximizes your tax savings while maximizing your control over how and when your money is spent.

Join Attorney Shannon P. McNulty and her guest Randy Kaufman of Heron Wealth as they discuss ways to incorporate charitable giving into your financial and legacy planning.


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Topics covered will include:
*   Optimizing the timing of charitable donations
*   Benefits of donor advised funds
*   Charitable giving through IRAs and 401(k)s
*   Private foundations
*   Advanced charitable planning strategies, such as Charitable Remainder Trusts (CRTs, Charitable Lead Trusts(CLTs).

Ms. McNulty speaks regularly at events for financial professionals, foreign nationals and parents. CLICK HERE to request Shannon to speak at your event.

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