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Oct 6

Tax-Smart Charitable Giving


Virtual Event

Tax-Smart Charitable Giving annual professional advisor continuing-education seminar via Zoom from 8-10 a.m. In this presentation, Professor Chris Hoyt will discuss charitable giving and retirement assets. He will explore why it has become more challenging to receive tax benefits from charitable gifts after 2017, as well as the benefits of donor-advised funds, qualified charitable distributions, tax-exempt charitable remainder trusts, and more. No charge to attend, but registration is required. For more information and to register, visit: