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193,332 results

Pure Financial
6 Step Plan to Charitable Giving

Download our Tax-Smart Charitable Giving Guide: ...

5:14
6 Step Plan to Charitable Giving

70 views

1 year ago

Ted Miller
Ted Miller  Creative Charitable Planning Techniques
1:52
Ted Miller Creative Charitable Planning Techniques

12 views

10 years ago

America's Wealth Management Show
Charitable Giving Considerations for 2025: A Tax Planning Guide

Education Center: https://bit.ly/3LYUazL Meet with Us: https://bit.ly/4p5IEkJ Retirement Checklist: https://bit.ly/4p4Nvmg Tax ...

32:44
Charitable Giving Considerations for 2025: A Tax Planning Guide

699 views

2 months ago

Peak Trust Company
OBBBA’s New Rules: Non-Grantor Trusts and Charitable Strategies

Timestamps 00:00 Introduction and overview of OBBBA's charitable changes 03:42 Above-the-line deductions, carryovers, and ...

1:12:49
OBBBA’s New Rules: Non-Grantor Trusts and Charitable Strategies

138 views

5 months ago

Vishnick McGovern Milizio LLP
Creative Charitable Planning: Leave a Legacy

VMM partner Morris Sabbagh presented a webinar exploring creative ways to maximize charitable giving while optimizing tax ...

30:38
Creative Charitable Planning: Leave a Legacy

65 views

1 year ago

Schechter
Charitable Planning

To learn more, download our charitable planning ebook. www.schechterwealth.com/charitableplanning/

3:14
Charitable Planning

109 views

9 years ago

Anna Burr
Charitable Planning

Curious about how you can include charitable donations in your estate plan? Incorporating philanthropy into your estate planning ...

2:42
Charitable Planning

2 views

1 year ago

Taxevity Insurance
Charitable Planning for Compassion: Lessons from Horace Mann

https://taxevity.com/philanthropy-horace-mann-planning-for-compassion Horace Mann's advocacy for education reform inspires ...

2:04
Charitable Planning for Compassion: Lessons from Horace Mann

11 views

2 years ago

Zabner Law
What is charitable planning?

What is charitable planning? | Zabner Law | Estate Planning, Trusts & Probate | Jeffrey M. Zabner | http://www.zabnerlaw.com/ ...

1:16
What is charitable planning?

16 views

8 years ago

ReelLawyers
Charitable Planning | Gregory Morris

What are some of the ways I can incorporate charitable giving into my estate plan? Answered by NV Estates & Probate Lawyer ...

1:25
Charitable Planning | Gregory Morris

27 views

4 years ago

Cummings & Lockwood
Charitable Planning

In this video, Heather J. Rhoades, a Principal in Cummings & Lockwood's Private Clients Group, discusses how charitable giving ...

2:02
Charitable Planning

110 views

5 years ago

Camas Advice
Charitable Planning Options

In this training Rick Bailey, JD MAcc, CFP discusses charitable planning strategies that can help our client's tax planning.

10:14
Charitable Planning Options

4 views

4 months ago

Camas Advice
Charitable Planning

In this training Rick Bailey, JD MAcc, CFP discusses charitable planning strategies and life insurance as a replacement.

9:48
Charitable Planning

6 views

2 years ago

azzadfunds
Charitable Planning and You

This presentation is intended for the exclusive use of clients or prospective clients of Azzad Asset Management and the ...

25:57
Charitable Planning and You

64 views

1 year ago

Camas Advice
Charitable Planning

In this training Jim Carpenter discusses Charitable Planning. If you want more Advanced Planning trainings, tools, and resources ...

11:19
Charitable Planning

20 views

10 months ago

Roulet Law Firm, P.A.
Transform Your Estate Planning with This ONE Strategy! Charitable Trusts Revealed

Transform your estate planning with this ONE strategy! Discover how a Charitable Remainder Trust (CRT) can provide you an ...

5:38
Transform Your Estate Planning with This ONE Strategy! Charitable Trusts Revealed

148 views

1 year ago

Fidelity Charitable
How Charitable Planning Can Enhance Your Practice

Advisors discuss how they differentiate their practices by offering charitable planning to their clients. Established in 1991, Fidelity ...

2:59
How Charitable Planning Can Enhance Your Practice

733 views

12 years ago

Sleep Research Society
Charitable Planning: Gifts that Keep on Giving

The AASM Foundation and the SRS Foundation are jointly sponsoring a special webinar that will provide an in-depth review of ...

36:49
Charitable Planning: Gifts that Keep on Giving

40 views

3 years ago

The McGowanGroup Asset Management
Charitable Planning Strategies

In this insightful video, we explore effective charitable planning strategies from brother Spencer McGowan (Texas '83), owner of ...

6:40
Charitable Planning Strategies

19 views

1 year ago