Seminars

A Taxpayer's Guide to Charitable Giving

Click to Register

 

  • Impact of the Tax Cuts & Jobs Act of 2017
  • Basic Strategies for Annual Giving Advanced Strategies - Donor-Advised Funds
  • Comparison Chart
  • Additional Charitable Giving Strategies
  • Stifel Wealth Planning Services

 

Speaker:

Joe Rathert, JD
Wealth Strategist
Stifel Wealth Planning

 

Stifel does not offer tax advice.  You should consult with your tax advisor regarding your particular situation.

When: Tuesday, July 20, 2021 - 12:00 noon EST
Host: The Todd Group
 

A Taxpayer's Guide to Charitable Giving

Click to Register

  • Impact of the Tax Cuts & Jobs Act of 2017
  • Basic Strategies for Annual Giving Advanced Strategies - Donor-Advised Funds
  • Comparison Chart
  • Additional Charitable Giving Strategies
  • Stifel Wealth Planning Services

 

Speaker:

Joe Rathert, JD
Wealth Strategist
Stifel Wealth Planning

 

Stifel does not offer tax advice.  You should consult with your tax advisor regarding your particular situation.

When: Tuesday, July 20, 2021 - 4:30 p.m. EST
Host: The Todd Group