Take THOUSANDS & turn it into MILLIONS (Part 2)

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Imagine saving thousands of dollars on taxes while making a difference in the lives of others. Sounds too good to be true, right? In this power-packed episode, we reveal how you can maximize your tax deductions through charitable giving and even ensure your kids are taken care of in the process.

We explore financial planning strategies for giving, such as layering different methods to make the most of your donations. We discuss donor-advised funds, decreasing capital gains, and Qualified Charitable Distributions (QCDs).

We dive into maximizing charitable giving efficiency by identifying the most highly appreciated investments in your portfolio and transferring those securities to a charity of your choice. We also explore how you can use RMDs and donor-advised funds for tax deductions. We aim to help organizations and donors understand the most tax-efficient ways to gift.

If you operate a non-profit or serve on a board of a local charity, we also share how to introduce these ideas to donors. Don't miss this opportunity to learn how you can make a difference while saving on taxes!

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Thanks to our sponsor, S.E.E.D. Planning Group! S.E.E.D. is a fee-only financial planning firm with a fiduciary obligation to put your best interest first. Schedule your free discovery meeting at www.seedpg.com

You can watch all episodes, as well as other great content produced by NQR Media through their YouTube channel at https://youtube.com/@NQRMedia

📧 For more information or to get in touch with us, visit https://www.ditchthesuits.com

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About Your Co-Hosts:

Travis Maus has been in financial services for over fifteen years. He is a Senior Wealth Manager and Chief Executive Officer at S.E.E.D. Planning Group.

Steve Campbell has over a decade of experience in the industry and serves as Chief Brand Officer at S.E.E.D. Planning Group.