Year-End Tax Planning Playbook: Charitable Giving, Capital Gains, and Tax Savings
Reduce Taxes While Making a Meaningful Difference.
As year-end approaches, many investors and families are looking for opportunities to reduce their tax burden while staying aligned with their financial and charitable goals. Join us for an educational webinar covering key year-end tax planning strategies, including how donor-advised funds (DAFs) can help simplify charitable giving while potentially providing significant tax benefits.
During this session, we'll discuss:
- ✅ Donor-Advised Funds (DAFs) and how they can simplify charitable giving
- ✅ Donating appreciated stock to potentially avoid capital gains taxes
- ✅ Charitable bunching strategies that may enhance tax deductions
- ✅ Tax-smart gifting opportunities using retirement assets
- ✅ Important year-end planning deadlines
- ✅ Additional tax planning opportunities before December 3
The views and opinions expressed are those of the presenter, are subject to change with market conditions, and are not meant as investment advice. Speaker(s) is not affiliated with Herr Capital Management. Information has been obtained from sources believed to be reliable and are subject to change without notification. The information presented is provided for informational purposes only and not to be construed as a recommendation or solicitation. Investors must make their own determination as to the appropriateness of an investment ortax strategy based on their specific investment objectives, financial status, risk tolerance and tax status. Participants of this webinar should seek professional advice prior to taking any action. Past performance is not an indication of future results. Investments involve risk and the possible loss of principal. Any opinions expressed in this form are not the opinions or views of Herr Capital Management, LLC. Opinions expressed are those of the speakers only and subject to change.