22 Min.
E235 Sophisticated Giving Strategies With Donor Advised Funds w. Jim Giese Anesthesia & Pain Management Success
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- Gesundheit und Fitness
A Donor Advised Fund (DAF) is a giving account established at a public charity that allows donors to make charitable contributions and receive tax deductions. DAFs are popular because of their versatility, which allows donors to give whenever and however much is most favorable to them. In this episode replay, Jim Giese, CPA, JD, and part of the healthcare tax team at Wipfli, shares his knowledge on donor advised funds and why you might want to consider doing this as a part of your financial plan.
Learn more: https://apmsuccess.com/235
Watch the video: https://apmsuccess.com/235v
Need help with wealth management? Learn about APM Wealth's process, here: https://apm-wealth.com/services. Or, get our free guide explaining some of our key methods for building wealth with clients: https://apm-wealth.com/freedom
Or check out our webinar for helping practice owners optimize wealth building: www.apm-wealth.com/webinar
A Donor Advised Fund (DAF) is a giving account established at a public charity that allows donors to make charitable contributions and receive tax deductions. DAFs are popular because of their versatility, which allows donors to give whenever and however much is most favorable to them. In this episode replay, Jim Giese, CPA, JD, and part of the healthcare tax team at Wipfli, shares his knowledge on donor advised funds and why you might want to consider doing this as a part of your financial plan.
Learn more: https://apmsuccess.com/235
Watch the video: https://apmsuccess.com/235v
Need help with wealth management? Learn about APM Wealth's process, here: https://apm-wealth.com/services. Or, get our free guide explaining some of our key methods for building wealth with clients: https://apm-wealth.com/freedom
Or check out our webinar for helping practice owners optimize wealth building: www.apm-wealth.com/webinar
22 Min.
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