Are you making your charitable contributions in the most tax-efficient manner? With nearly *90% of Americans now taking the standard deduction on their taxes due to recent tax law change, it’s become even more important to be intentional with how you actually facilitate the donations you make each year. During our discussion, we’ll discuss various strategies to consider so you can potentially pay less in tax and more to the organizations you’re most passionate about.

*Source: https://taxfoundation.org/90-percent-taxpayers-projected-tcja-expanded-standard-deduction/

Raymond James does not provide tax or legal services. Please discuss these matters with the appropriate professional. Raymond James is not affiliated with and does not endorse SOAR.

Please join Jacqueline B. Roessler, CDFA®, and Nick Defenthaler, CFP®, for an engaging, fast-paced session on the most up-to-date, critical issues you need to know when it comes to your divorcing clients’ retirement plans. Topics covered will include pension plan buy-outs, updated Social Security rules for divorced spouses, State of Michigan employee plans, and non-qualified deferred compensation.

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If your nonprofit hopes to develop meaningful relationships with donors, this webinar is for you. Learn what donors want to know before working with charities, how to make it easier for donors to support your work, and why endowments are important for meeting your organization’s goals.

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