Smart Year-End Giving: Tax Efficient Philanthropy Strategies

As the giving season approaches, how can you make your charitable contributions more tax-efficient? In this episode of the Optimize Wealth Podcast, Lance Norquest, Investment Adviser at Bellwether Wealth, shares practical strategies to maximize your impact while minimizing your tax liability.

Tax Disclosure:

The specialized information we provide regarding tax minimization planning is not intended to (and cannot) be used by anyone to avoid paying federal, state or local municipalities taxes or penalties. You should seek advice based on your particular circumstances from an independent tax advisor as tax laws are subject to interpretation, legislative change and unique to every specific taxpayer’s particular set of facts and circumstances. [Firm does not provide tax or legal advice. The opinions and views expressed here are for informational purposes only. Please consult with your tax and/or legal advisor for such guidance.