Nov 27, 2023

Let’s discover how to maximize your impact on your favorite charities while enjoying tax benefits using donor-advised funds!

In this episode, Zacc Call and Laura Hadley discuss DAFs, their benefits, growth, and associated sponsors and fees. They emphasize the importance of separating tax decisions from the act of...

Nov 13, 2023

Let’s continue to learn how to reduce your taxes while increasing your giving potential! 

More specifically, with the help of Qualified Charitable Distributions!

In this episode, Zacc Call and Laura Hadley discuss the benefits of Qualified Charitable Distributions (QCDs) for individuals aged 70.5 or older. They...