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The OBBBA changes tax-smart charitable giving in several ways. Changes to existing deductions and entirely new provisions affect your giving strategy. Join us for Instant Insight: OBBBA & Charitable Giving, a brief, insightful interactive update where we’ll discuss:

New Charitable Deduction for Non-Itemizers
New Floor on itemized deductions – a must know!
Plan giving to optimize deductions and lower your lifetime tax bill

Presenters

Brian Jacobsen, PhD, JD, CFA®, CFP®, CAIA, CBE

Eric Strom, CFP®, EA Director of Financial Planning

Tom Berkholtz, CFP®, EA, ECA Senior Financial Planner, Team Lead

Jenny Jesse, CFP®, EA, Senior Financial Planner

Webinar: Instant Insight: OBBBA & Charitable Giving by Annex Wealth Management

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