Timely and Compelling Charitable Gift Strategies
| When: | February 24, 2021 12:30 PM to 1:30 PM |
|---|---|
| Contact: | Matt Kaliff at mkaliff@jcfcleve.org |
| Summary: | The Professional Advisory Council invites you to the next Charitable Tax Webinar, “Timely and Compelling Charitable Gift Strategies.” |
Event Details
Description
Recent legislation, historically low interest rates, demographics, and the economic environment shaped by COVID-19 make three charitable gifting strategies particularly relevant. Donald Laubacher and Al Yambor from Sequoia Financial Group will discuss and analyze charitable lead trusts, charitable remainder trusts as an IRA beneficiary, and S Corp shares donated to a donor advised fund as timely and powerful philanthropic strategies.
Continuing education credits will be available.
Register Here:
https://jewishcleveland.zoom.us/webinar/register/WN_X7MqMTuYTumcn5Ddlr8tLQ
Address
Online
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