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S.E.E.D. PLANNING RECOGNIZED BY CHARLES SCHWAB

S.E.E.D. PLANNING RECOGNIZED BY CHARLES SCHWAB

Binghamton, NY- December 15, 2020 – S.E.E.D. Planning Group, L.L.C. (S.E.E.D.) is proud to announce they have been recognized for their business continuity during the COVID-19 pandemic by Charles Schwab. With thousands of Registered Investment Advisory firms utilizing...
Maximize and Accelerate Your Giving with Donor Advised Funds

Maximize and Accelerate Your Giving with Donor Advised Funds

  What if there was a way to maximize your tax savings while simultaneously increasing the size of your donations? There is!     In today’s video presentation, we break down the following concepts: 𝗗𝗼𝗻𝗼𝗿-π—”π—±π˜ƒπ—Άπ˜€π—²π—± π—™π˜‚π—»π—±π˜€ – What are they? How do...