Making Your Money Work Smarter Not Harder

You worked hard for your money; don’t let it walk out the door without purpose. Join two financial experts to learn investment and tax-saving strategies that keep your money closer to home, working for you and your community. This session will provide a high-level overview of charitable giving strategies that protect your investments and reduce your tax burden. Whether you are just getting started or are nearing retirement, it is never too late to learn ways to make the tax code work for you.

Key Takeaways:

• Understanding Arizona Tax Credits and how to pass tax liability through S Corporations

• High-level overview of Donor-Advised Funds, highly appreciated assets and Qualified Charitable Distributions

• Charitable giving strategies that reduce your tax burden and protect your investments

• Investment approaches that keep your money working for you and your community

• How to make the tax code work for you at any stage of life — including QCDs for those over age 70.5