Help CenterEpisode Summary
October 26, 2021 | 00:24:09 | E39
Join Karl Frank CFP, Mike Miller CPA and Nathan Merrill, attorney, as they discuss charitable giving in a language all of us can understand. Learn about giving to people and giving to charities. Learn about the tax advantages and the estate tax advantages. Learn some practical advice about non-cash contributions. Learn how to maximize what you are already doing and not run into trouble with the IRS. Learn how to make a gift out of love and affection, and also be safe from trouble with the IRS. Finally, learn some of the lingo, like the DAF: donor advised fund. You will come out of this short podcast with confidence and enough knowledge to make a good plan that is right for your situation.