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-𝗔𝗱𝘃𝗶𝘀𝗲𝗱 𝗙𝘂𝗻𝗱𝘀 – What are they? How do they work? Who might take advantage of them?
𝗪𝗵𝘆 𝗺𝗼𝘀𝘁 𝗽𝗲𝗼𝗽𝗹𝗲 𝗮𝗿𝗲 𝗺𝗶𝘀𝘀𝗶𝗻𝗴 𝗼𝘂𝘁. Expert strategies to give greater gifts.
𝗛𝗼𝘄 𝘁𝗼 𝗴𝗲𝘁 𝗺𝗼𝗿𝗲 𝗼𝘂𝘁 𝗼𝗳 𝘁𝗵𝗲 𝗖𝗔𝗥𝗘𝗦 𝗔𝗰𝘁 – 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.
Did this video resonate with you? Would you like to speak to our team? We offer a no-cost, no-obligation first discovery meeting to learn if planning is appropriate for you. We have video-conferencing technology and are not limited geographically. Wherever you are, if you need help, we can help you! Connect with us by filling out our form at www.seedpg.com/contact.
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.’s 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 Analyst® (AIFA®) designation from the Center for Fiduciary Studies®, 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 firm’s 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 someone’s life forever and recognizes that each individual has the capacity to make a significant impact on their community