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Tax-Efficient Charitable Planning Strategies to Consider

  • Society of Active Retirees (SOAR) c/o Adat Shalom Synagogue 29901 Middlebelt Road Farmington Hills, MI 48334 (map)
Tax-Efficient Charitable Planning Strategies to Consider

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.

Where:

Society of Active Retirees (SOAR) c/o Adat Shalom Synagogue, 29901 Middlebelt Road, Farmington Hills, MI 48334   

When:

Wednesday, May 29th, 1:00pm - 3:00pm

Host and/or Speakers:

Kali Hassinger, CFP®, CDFA® and Jaclyn Jackson, Portfolio Administrator

To register:

Go to SOAR website or call (248)626-0396 to find out more details


*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.