LIVE WEBINAR — WILL NOT BE RECORDED
“Charitable Giving Tax Strategies”
Busey Wealth Management is pleased to bring you a series of Goldtimers Workshops, designed to help you simplify complex financial topics from experts with the knowledge and resources to serve your unique financial needs.
The next installment of the complimentary workshop series—Charitable Giving Tax Strategies—is scheduled live via Webex on Thursday, May 25 at 10 a.m., and will be presented by Brett Petersen, Senior Vice President-Market President, and Carrie Jassman, CPA, Vice President-Tax Specialist at Busey.
Brett and Carrie will provide an overview of various aspects of charitable giving, including:
Donor Advised Funds | What they are and how they work?
What kind of assets can you gift? What are your options? What benefits do each provide?
What are qualified charitable distributions (QCDs) and how they can reduce income?
Gifting limits to family members | How can it affect your estate?
We invite you to register for the Charitable Giving Tax Strategies today. Registration is required for the live presentation. When your registration is approved, you will receive an invitation to join.
Busey is proud to partner with Goldtimers and dedicated to helping you enhance and preserve your financial future with the latest wealth management information: workshops, videos, articles and more from our expert advisors.
*Information provided in Workshops is for general informational purposes only. It is not intended to be specific advice. Please contact your Busey Wealth management advisor to discuss solutions tailored to your unique situation.