Real Tax News You Can Use with Evelyn Jacks
Real Tax News - People Need to Know
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Real Tax News You Can Use with Evelyn Jacks
Giving To Charity With Tax Benefits - With Michael Flux
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Michael Flux is a wealth advisor at Connor, Clark and Lunn Private Capital with 23 years of experience working with clients in helping them make strategic philanthropic decisions. He is a CFA, CFP, and an MFA-P.
· What are the benefits of philanthropy for you, your clients and the advisors you work with?
· Can anyone be a philanthropist?
· How do you open your conversation with your clients about philanthropy - with tax or philanthropic giving?
· What are Donor-Advised Funds and why are they so popular?
· What are other ways to give?
· People who are more intentional about their giving tend to give more, and more frequently. How can giving be better planned and democratized?
· What does success look like in your view?
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