Join Karl Frank CFP, Mike Miller CPA and Nathan Merrill, attorney, as they discuss charitable giving in a language all of us can understand. Learn about giving to people and giving to charities. Learn about the tax advantages and the estate tax advantages. Learn some practical advice about non-cash contributions. Learn how to maximize what you are already doing and not run into trouble with the IRS. Learn how to make a gift out of love and affection, and also be safe from trouble with the IRS. Finally, learn some of the lingo, like the DAF: donor advised fund. You will come out of this short podcast with confidence and enough knowledge to make a good plan that is right for your situation.

Expert Network team provides free consultations. Just mention that you listened to the podcast. 

Nathan Merrill, attorney
Working with affluent families and entrepreneurs in implementing tax-efficient strategies and wealth preservation
Goodspeed, Merrill
(720) 473-7644
[email protected]
www.goodspeedmerrill.com

Jeff Krommendyk, Insurance Expert
Working with business owners and successful families in transferring risk
One Digital Insurance Agency
(303) 730-2327
[email protected]

Karl Frank
Financial planner helping a small number of successful families grow and protect their wealth and choose how they want to be taxed
CERTIFIED FINANCIAL PLANNER™
A&I Wealth Management
(303) 690.5070
[email protected]