S2-07: Tax-Smart Strategies To Multiply Your Generosity

With tax season upon us, Josh offers four powerful tax strategies that can significantly enhance the impact of your charitable donations. From giving appreciated securities to utilizing donor-advised funds and endowment funds, he breaks down how these approaches not only maximize your giving potential but also offer valuable tax benefits. 

 

For more information or to contact The Roche Group, you can find them on social media or by visiting their website: www.rochewealth.com