Charitable Giving Strategy: Good Giving and Reduce Taxes

04/30/24 • 34 min

Join Dr. Preston Cherry and Dr. Russell James, as they discuss how charitable giving and tax planning can work together. Plus, they break down tricky tax stuff, including how to deal with estate and income taxes smartly.

Want to learn more? Connect with us below!

Dr. Russell James on LinkedIn
Dr. Preston D. Cherry on LinkedIn
Dr. Preston D. Cherry’s Website

Ready to explore these tax planning strategies for financial acceleration? Visit our website for more insights and personalized guidance.
Click here to go to our website: https://concurrentfp.com

Want to learn more? Connect with us below!

Dr. Russell James on LinkedIn
Dr. Preston D. Cherry on LinkedIn
Dr. Preston D. Cherry’s Website

Ready to explore these tax planning strategies for financial acceleration? Visit our website for more insights and personalized guidance.
Click here to go to our website: https://concurrentfp.com

Previous Episode

Tips for Retiring Abroad Success

Are you considering retiring abroad?

Join Dr. Preston Cherry and Jane Mepham from El Gon Financial Advisors, as they unravel the mysteries of retiring outside the United States. From busting myths about U.S. taxation for expats to exploring the profound impact of culture and community, leave no stones unturned in this episode.

Want to learn more? Connect with us below!

Jane Mepham on LinkedIn
Dr. Preston D. Cherry on LinkedIn
Dr. Preston D. Cherry’s Website

Ready to explore these tax planning strategies for financial acceleration? Visit our website for more insights and personalized guidance.
Our website: https://concurrentfp.com

Next Episode

Long-Term Care Conversations With Loved Ones

Join Dr. Preston D. Cherry and Danielle Miura, as they delve into the critical topic of long-term care conversations with loved ones. Plus, they break down the intricacies involved in navigating long-term care, from which topics to discuss to the financial implications of different care levels, such as in-home care and nursing homes.

Want to learn more? Connect with us below!

Danielle Miura on LinkedIn.

Dr. Preston D. Cherry on LinkedIn.

Dr. Preston D. Cherry’s Website.

Ready to explore these tax planning strategies for financial acceleration? Visit our website for more insights and personalized guidance. Click here to go to our website.