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Free Webinar: Charitable Giving Strategies for Tax Year 2021

Financial advisors increasingly offer charitable planning as a way to enhance their value to clients by helping them incorporate philanthropy into their overall financial planning. As we approach the giving season, we want to offer four key ways advisors can help clients increase their giving power at a time when philanthropy has never been more important.


Charitable Giving Strategies for Tax Year 2021 & Beyond
Wednesday, November 17, 2021
11:00 am via ZOOM
(link will be sent the week of the event)
FREE to attend. Please RSVP HERE by Tuesday, November 16.


Sponsored by Vista.Today


Presented By Joseph A. Bellinghieri CPA, Esquire of MacElree Harvey

Topics include:
► Four “Cares Act” Planning Strategies for 2021
► Qualified Charitable Deductions
► Donor Advised Funds