On this episode of Building Wealthy Habits Jeremiah, and Laura discuss their snow sports experiences and explore tax-advantaged strategies for intentional charitable planning and maximizing deductions through donations of appreciated assets and donor advised funds.
In this episode of Building Wealthy Habits, Jeremiah, and Laura explore various tax-advantaged strategies for charitable giving. They explain how donating appreciated stock or using a donor advised fund can provide deductions. Laura provides an example of how bunching donations can maximize deductions over multiple years. Jeremiah emphasizes the importance of being intentional with charitable planning. The episode concludes with the hosts encouraging listeners to consider philanthropic goals and ways to optimize their giving.
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This week on Building Wealthy Habits:
- Financial advice and snow sports experiences. (0:01)
- Tax planning and charitable giving. (1:12)
- Charitable donations and tax benefits. (5:04)
- Charitable donations and tax strategies. (11:37)
- Charitable giving strategies for business owners. (15:38)
- Charitable giving strategies and donor-advised funds. (21:11)
Connect with Jeremiah:
- LinkedIn: https://www.linkedin.com/in/jeremiahjlee/
- Email: Jeremiah@tricordadvisors.com
Connect with Laura:
- LinkedIn: https://www.linkedin.com/in/laura-lee-59a83610/
- Email: Laura@tricordadvisors.com
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