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Webinar: Smarter Giving: Tax-efficient Strategies for Charitable Donations

Do you want to donate to your favorite charities, but worry about the tax ramifications? 

The tax code is complex and ever-changing, making it difficult to know how best to arrange your charitable giving. 

Frank Napolitano, a Senior Financial Advisor at Sensible Financial Planning, and a Free Flight board member, will explain recent changes to the tax code and describe how using donor-advised funds and qualified charitable distributions enables you to support your favorite non-profits while managing your tax exposure. 

During this free webinar, you will: 

  • Learn recent changes to the tax code affecting charitable donations 

  • Understand the benefits of donor-advised funds 

  • Discover how to set up a qualified charitable distribution 

  • Maximize support for your favorite non-profits, while minimizing your tax exposure 

We hope you will join us for this live webinar! 

May 13, 2021 

1:00-2:00PM PST 

 

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Frank Napolitano is a Senior Financial Advisor for Sensible Financial. He has previously worked as a Financial Advisor at Morgan Stanley Smith Barney. He advises clients on a wide variety of issues, including asset and risk management, estate planning, and retirement income planning. A collaborative professional, he works closely with attorneys and tax accountants to help clients fully execute their financial plans. 

Frank has a B.A. from Harvard University and a J.D. in Business and Financial Law from Boston University School of Law. Committed to bringing an academically rigorous approach to his clients’ issues, he is both a CERTIFIED FINANCIAL PLANNER™ certificant and a Chartered Financial Analyst® charterholder. 
https://www.sensiblefinancial.com/