Though charitable giving can reach the sole of a family, tax planning to leverage the gift can be very impactful. Join Steve and Alexis to understand the myriad of planning opportunities and structures that may solve for both. Charitable giving is more than just a present gift or the often-discussed CRT (Charitable Remainder Trust).
Charitable Planning for Successful Families and Business Owners; presented by Steve Mancini, Esq. and Alexis Bastedo, Esq.