Events

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Strategy Hour Donor Advised Funds (1)

Donor Advised Funds: How Charitable Clients Can Front-Load Deductions, Avoid Capital Gains, and Direct Grants to Charities on Their Own Timeline

Join us for a live, one-hour session where we walk you through everything you need to know about Donor Advised Funds.

  • July 8 @ 12pm EST
  • Live Strategy Hour
Strategy Hour Deferred Sales Trust

Deferred Sales Trust: How Your Clients Can Defer Capital Gains Tax on the Sale of a Business, Real Estate, Stock, or Other Appreciated Assets

Join us for a live, one-hour session where we walk you through everything you need to know about Deferred Sales Trusts.

  • July 15 @ 12pm EST
  • Live Strategy Hour
Strategy Hour Cost Segregation and Material Participation

Cost Segregation and Material Participation: How Your Clients Can Accelerate Depreciation and Put Those Losses to Work Against Active Income

Join us for a live, one-hour session where we walk you through everything you need to know about Cost Segregation and Material Participation.

  • July 22 @ 12pm EST
  • Live Strategy Hour

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