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Financial Wellness Seminar

Charitable Giving at Year-End – Blending Philanthropy and Tax Savings in 2021
Presented by: Bill Gaines and Martha Rymer

Financial Advisor, Bill Gaines, and CPA, Martha Rymer, will lead this interactive and informative virtual webinar presenting financial planning basics which help you explore your many charitable giving options and how each can positively impact your tax savings. As we approach the holiday season and the many traditions of gratitude, generosity and a spirit of helping others, year-end charitable giving can also have a practical purpose related to your personal income tax planning. For individuals who itemize deductions, a gift to a qualified charitable organization may allow them to impact the causes that they support while claiming a charitable contribution deduction against their taxable income. Join us on your lunch break from your computer and learn more as we share important information specific to 2021 tax laws as you plan for your year-end giving.

Register today!

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