Charitable Planning from the Simple to the Sophisticated
Date: Wednesday, February 16, 2022
Time: 8:00am - 9:00am
Location: Zoom
Speaker: Stephanie Casteel
Join us for an overview of Charitable Planning and how it effects the following:
Capital Gains
Donations
Documentation for Reporting Purposes
Estate Tax
Charitable Giving
Stevie brings important information to the table for the simple and the sophisticated planning. She will give a survey of opportunities and techniques for making gifts to charitable organizations which are deductible for income, estate and gift tax purposes. You won't want to miss out on gaining important tactics for charitable planning properly for each and every level of clientele.
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