Charitable Giving
Chimes & Dimes di First Wealth & Trust in Winter Garden
Note sull'episodio
In this episode of Chimes & Dimes brought to you by First Wealth & Trust of Winter Garden, you will learn how charitable giving can impact your taxes and what pitfalls to avoid. Pete Baksh, CFA, Chief Investment Officer at First Wealth and Trust of Winter Garden is joined by Steve Jerina, Vice President of Philanthropic Strategies and Partnerships with the Central Florida Foundation and Jennifer Mitchell, CP, MST and CEO of Account Sense PLLC to take you through the details.
Chimes & Dimes is happy to partner with The Hangry Bison for the “Listen & Win” Giveaway. Visit chimesanddimes.com to enter to win a $100 gift card to The Hangry Bison. One gift card will be given away each month through October, 2026.
Chimes & Dimes was filmed on ...
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trustinvestmentswealthfinancial planningestate planningcharitable givingtaxes