Watch! Using Philanthropy in Estate Planning

Using Philanthropy in Estate Planning - Presented by Mark Halpern CFP, TEP, MFA-P
(LinkedIn) - WEALTHinsurance.com (LinkedIn Company)

Recorded: September 15, 2022

This video is for general information purposes only and deals with dynamic, time-sensitive and complex matters that may not apply to particular facts and circumstances. The information provided should not be relied upon as a substitute for specialized professional advice in connection with any particular matter. For more information visit videotax.com/disclaimer. ©Video Tax News Inc. 2022, All Rights Reserved.

Watch! Private Foundations Versus Donor-Advised Funds and Other Planning

Private Foundations Versus Donor-Advised Funds and Other Planning, presented by Mark Halpern CFP, TEP, MFA-P, WEALTHinsurance.com Inc.

Handouts:

• After-Tax Cost of a Donation

• Donor Advised Funds and Private Foundations

• TaxLetter® Articles by Mark Halpern CFP, TEP, MFA-P

This video is for general information purposes only and deals with dynamic, time-sensitive and complex matters that may not apply to particular facts and circumstances. The information provided should not be relied upon as a substitute for specialized professional advice in connection with any particular matter. For more information visit videotax.com/disclaimer. ©Video Tax News Inc. 2021, All Rights Reserved.

Listen! Converting Tax to Philanthropy with Mark Halpern CFP, TEP, MFA-P

Listen! Converting Tax to Philanthropy with Mark Halpern CFP, TEP, MFA-P and Joseph R. Devaney CPA, CA.

Originally presented in the Canadian Tax room on “Clubhouse: drop-in audio chat” on May 19, 2021.

For more information about how to join the Canadian Tax Club on Clubhouse click here.

This audio recording is for general information purposes only and deals with dynamic, time-sensitive and complex matters that may not apply to particular facts and circumstances. The information provided should not be relied upon as a substitute for specialized professional advice in connection with any particular matter. For more information visit videotax.com/disclaimer. ©Video Tax News Inc. 2022, All Rights Reserved.