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:
๐๐ผ๐ป๐ผ๐ฟ-๐๐ฑ๐๐ถ๐๐ฒ๐ฑ ๐๐๐ป๐ฑ๐ – What are they? How do they work? Who might take advantage of them?
๐ช๐ต๐ ๐บ๐ผ๐๐ ๐ฝ๐ฒ๐ผ๐ฝ๐น๐ฒ ๐ฎ๐ฟ๐ฒ ๐บ๐ถ๐๐๐ถ๐ป๐ด ๐ผ๐๐. Expert strategies to give greater gifts.
๐๐ผ๐ ๐๐ผ ๐ด๐ฒ๐ ๐บ๐ผ๐ฟ๐ฒ ๐ผ๐๐ ๐ผ๐ณ ๐๐ต๐ฒ ๐๐๐ฅ๐๐ฆ ๐๐ฐ๐ – an extra $300 per person!
This video is intended for educational purposes only and should not be considered investment advice. Please consult a professional before taking any action.
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S.E.E.D. Planning Group LLC (S.E.E.D.) is a Registered Investment Advisor (RIA) with the Securities Exchange Commission. S.E.E.D.โs team provides investment fiduciary and fee-only financial planning services to clients. Our fees are disclosed, easy to understand, and not predicated on product sales.
Travis Maus is the managing partner and a wealth manager at S.E.E.D. Planning Group, LLC. He earned the Accredited Investment Fiduciary Analystยฎ (AIFAยฎ) designation from the Center for Fiduciary Studiesยฎ, the standards-setting body for Fi360. The AIFA designation signifies the ability to perform fiduciary assessments measuring how well investment fiduciaries are fulfilling their duties to a defined standard of Care. As a wealth manager, he is also a member of the firmโs Financial Planning team where he provides coordinated and strategic financial planning and investment services to families and small businesses.
Steve is a partner at S.E.E.D. Planning Group, LLC, and serves as the Director of Community Engagement and Head of Client Experience. He is responsible for ensuring all clients feel welcomed, heard, and appreciated. Humbled by faith, Steve is a community-minded business leader who believes that serving others through giving time, talent, and resources may change someoneโs life forever and recognizes that each individual has the capacity to make a significant impact on their community
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