F3E Tax Code Changes

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Age Group:

Adults
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Program Description

Event Details

Tax Code Changes and Strategies for 2018

Learn methods of tax avoidance and options of tax-free savings that are available to you. Discuss tax-deferral vs. tax-deductible vs. tax-free and the impact of each. Explore why you should or shouldn’t have a tax advisor and how using charitable tax strategies could be a secure choice for planned giving. Learn tax considerations …the ultimate loophole.

Presented in partnership with the Foundation for Financial Education.