Topic: Year End Tax Planning: Charitable giving strategies for your clients
Location: Dimensional Place
3600 Bee Caves Road, Building One, Austin, TX 78746
Are you clients interested in tax savings? One of the best advisor tools to help clients with taxes is through charitable giving. Join us for a roundtable discussion about the different strategies we can help clients implement to give charitably, save on taxes and create their legacy.
Please join our first joint Women's Initiative and NexGen Mastermind event if this topic interests you. Guest speaker will be Matt Larson, CFA from City National Rochdale. His team specializes in charitable giving, estate planning and business divestitures.
This will be a BYOL (bring your own lunch event). Dimensional Fund Advisors will provide water, tea and sodas. Please be mindful not to bring anything too smelly or messy.