Latest / The Bucket Plan® On-Demand Series
Maximize Impact & Minimize Taxes: Boost Your Clients' Charitable Impact with Tax-Efficient Strategies
Are your clients charitably inclined? Discover effective strategies to help them give to the causes they care about in a tax-efficient way. Join guest host Kalem Mackey, CFP®, BPC,CJA Executive VP at C2P, and guests Jeff Warnkin, Senior Wealth Advisor at JL Smith Holistic Wealth Management, and Dave Alison, President and founder of C2P, as they discuss charitable giving strategies. Learn about Qualified Charitable Distributions (QCDs), Donor Advised Funds, and how to leverage these tools for tax planning. Explore multi-year planning strategies in light of potential tax law changes, optimal…
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