Monday Nov 20, 2023

Charitable Giving

Join John and Mike as they discuss some of the tax rules and ideas for giving to charities in the current environment.  They discuss all kinds of different strategies to feel confident giving a gift and still documenting the tax savings for the gift.  They also continue with their Holistic Happenings conversations about things and ideas they see in their everyday interactions with the families they work with and are referred to.

 

Financial Services of America | Personal Financial Planning (fsa1.com)

 

#RetirementPlanning

#Charity

#CharitableContributions

#Retireable

#Retirement

#HolisticHappenings

 

 

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