How To Use a Donor Advised Fund to Save on Taxes and Fulfill Charitable Goals

What We Learned in the Markets por Whitaker-Myers Wealth Managers, LTD.

Notas del episodio

Financial Advisor John-Mark Young of @whitaker-myerswealthmanage2043 answers the question from Ken in Overland Park, Kansas, who asks, “John-Mark and Team, I have recently entered into contract negiotiations to sell my business to a private equity firm. My CPA has recommended that I look into a donor advised fund to save on taxes this year and help fulfill our charitable goals with our church and other nonprofits. Can you help explain the benefits of this product?”

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Email your questions to: nationalsmartvestor@whitakerwealth.com

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Whitaker-Myers Wealth ManagersDonor Advised FundCharitable GivingJohn-Mark YoungQuestion of the Week