Presented by Meghan A. Muñoz, CPA, CFP®, CDFA®, Partner, Chief Financial Officer, and Senior Financial Advisor at Alaska Wealth Advisors, this webinar shares practical, timely insights on how individuals can make the most of their charitable giving under new tax rules.
Topics covered in this webinar:
- Making charitable gifts from retirement accounts.
- Donating appreciated stock
- The new “above-the-line” charitable deduction
- “Bunching” donations
- IRA beneficiary designations for legacy giving