Please join attorney, Jim Plitz of Morris Hall and Kevin L. Stephens, CPA, the Managing Member of Stephens & Company PLLC, an innovative firm of Certified Public Accountants as they discuss how planned giving can reduce your taxes.

• What is a planned gift
• Tax planning opportunities of planned gifts
• Estate tax planning
• Income tax planning
• Specific opportunities
• Bequests in a will or trust
• Contributions of appreciated long-term capital assets
• Retained life estate
• Types of charitable remainder trusts
• Donor advised funds
• Qualified charitable distributions
• Arizona tax credits (from )

zoom.us/webinar/register/5116107510627/WN_ol13t6ftQPm9Aq5oapCl6g

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  April 20, 2021 from 2:00 to 3:00 pm

  April 20, 2021 02:00 to April 20, 2021 03:00
• 3300 North Central Avenue, Phoenix, AZ

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