With 2020 fast approaching, now is the time to get strategic with your 2019 tax filing. And decisions that you make today could greatly impact how much you owe, or receive from, the IRS in April.

In this webinar, we focus on charitable donations, one of the last discretionary deductions that are allowable under the new tax code. The goal in all of this? To help you minimize your tax liability, maximize your refund, and meaningfully invest in Jewish students on campuses nationwide.

On this webinar you will learn how to...

  • Leverage a Qualified Charitable Distribution or a Donor-Advised Fund as part of your larger giving strategy
  • Create a tax efficient charitable giving strategy while minimizing the after tax cost of philanthropy
  • Execute these strategies before the 2019 tax year comes to a close


 

Meet the presenter:

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Andrew Bass, CPA, CWM, PFS
Andrew has been a member of the Telemus team since its inception in 2005. As the Chief Wealth Officer, Andrew is responsible for all strategic financial and life management services. He works with high-net-worth members to ensure their financial life plans are designed to achieve realistic goals in both the short and long term. With both his B.B.A. and M.B.A. from the University of Michigan, Andrew brings an entire career’s worth of tax and financial services experience to Telemus.

 

PAST PERFORMANCE IS NOT A GUARANTEE OF FUTURE RESULTS. This commentary is a matter of opinion and is for informational purposes only. It is not intended as investment advice and does not address or account for individual investor circumstances. Investment decisions should always be made based on the client's specific financial needs, goals and objectives, time horizon and risk tolerance. The statements contained herein are based solely upon the opinions of Telemus Capital, LLC. All opinions and views constitute our judgments as of the date of writing and are subject to change at any time without notice. Information was obtained from third party sources, which we believe to be reliable, but not guaranteed.

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