Wealth Management & Financial Planning

Wealth Management & Financial Planning

How To Maximize Giving During The Pandemic

Consider This Program with Joe Clark, CFP and, co-host Grant Soliven, AIF®.

In this segment, we will cover: How To Maximize Giving During A Pandemic – You may find yourself in unchartered waters or others in a similar situation. It could be your church, favorite charity, your neighbor, or your children. You need to consider things about your tax bracket this year vs. next and whether or not you can use the standard or itemized tax deduction on your tax from 1040. We will discuss a few key considerations on Consider This Program. Join us!

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Disclaimer: Do not construe anything written in this post or this blog in its entirety as a recommendation, research, or an offer to buy or sell any securities. Everything in this post is meant for educational and entertainment purposes only. I or my affiliates may hold positions in securities mentioned in the blog. Please see our Disclosure page for the full disclaimer.

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