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Event Series Event Series: Tax Advantaged Giving Info Sessions

Tax Advantaged Giving Info Sessions

November 12, 2023 @ 11:30 am - 12:30 pm

If you have questions about Tax Advantaged Giving, we are offering 3 opportunities for you to learn more!

Two of these sessions will be in person on Sunday morning, November 12. The third is a Zoom only session which you can access by typing lacanadapc.org/tax-education into your web browser to join the Zoom link on Wednesday, November 15, at 7PM.

Given the complexities of tax law, we have learned from John Frederich that there are a variety of more and less tax-advantaged ways of making charitable gifts. As the year ends, this is a great time to review whether there are better ways to make your gifts.

John Frederich LCPC member, Elder with 34 years of financial planning experience, specializing in tax and estate planning with advanced credentials in these areas, is hosting two in-person Sessions and one Zoom Session to help answer your questions and provide ideas on this timely topic.

Come and ask your questions about different ways to utilize such methods as:

  • Appreciated Stock/Appreciated Asset Gifting
  • IRA Qualified Charitable Contributions
  • Immediate Tax Reductions for Future Gifts
  • Accelerating Gifts to create itemized deductions in alternating years
  • Best practices for gifting from your estate
  • And more!

To get your answers and learn more, please come to one of these 3 sessions:

Sunday, November 12, in-person after each worship service in Room 305 of the Demarest Family Life Center

Wednesday, November 15, 7PM, via Zoom only. Click Here to join the Zoom Session

Details

Date:
November 12, 2023
Time:
11:30 am - 12:30 pm
Series:
Event Category:

Venue

Room 305, DFLC
626 Foothill Blvd
La Cañada, CA 91011 United States
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