Consider This Program with Joe Clark, CFP and Brett Spangler, CPA.
In this segment we will cover:

All assets are not equal in spending, investing or charitable gifting. There are opportunities to be a Better Giver. That is our process for helping you to be the most tax-efficient in our charitable endeavors as possible. Tax diversification allows for great flexibility. As you age, other options become available via constantly changing tax codes. (Don’t forget people give out of income, not out of assets.) Using the right timing of your gift, the right type of asset, and to the right entity can make a large impact on your tax return.

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Disclaimer: Do not construe anything written in this post or this blog in its entirety as a recommendation, research, or an offer to buy or sell any securities. Everything in this post is meant for educational and entertainment purposes only. I or my affiliates may hold positions in securities mentioned in the blog. Please see our Disclosure page for the full disclaimer.

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Important Update

Due to health and safety concerns for our families, friends and our team, we have made the difficult decision to temporarily close our offices in Lafayette, Brownsburg, Indianapolis and Anderson until January 4, 2021. Our team will remain available to you by phone and email to continue to offer you assistance with your service requests. Please do not hesitate to contact us with any questions you may have.

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