Advisor Education Series - Tax Savings With Charitable Giving
Clients sometimes ask, "Can you find ways for me to save money by making charitable contributions?"
But the reality is that you can't make money by giving money away.
There are many ways, however, to generate tax savings that will reduce the cost of giving to charity. Some will only apply if the donor itemizes at the Federal level, but several involve generating tax credits for an Indiana tax payer.
At our next gathering, we'll provide an overview of a wide variety of techniques, from the extremely basic that everyone can use to the exotic that may only apply to one client in your career. Join us on March 11 as we hear from Marv Hills about how to unlock tax savings with charitable giving.
There is no cost for members of the MEPC. The cost for non-members is $35.
The presentation will begin at 4:15, and you're invited to join us for cocktails and catered hors d'ouerves before and after.
About Marv Hills
Marv Hills joined Crowe in June 1981 and was Partner in Charge of the Estate, Gift, and Trust group until July 2019, and then continued as a Consultant until December 31, 2024. He has assisted families with estate planning, estate administration, and tax return preparation. He has had several articles published, and has done extensive public speaking on tax issues and small business planning.
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