Welcome to Everyday Business, Yeo & Yeo’s podcast. On episode 29 of Everyday Business, host Peter Bender, leader of Yeo & Yeo Wealth Management, is joined by Matthew Cash, financial planning consultant for Avantax Planning PartnersSM and Andrew Matuzak, a Wealth Management Specialist in Yeo & Yeo's Saginaw office.
Charitable giving is a meaningful way to support the causes you care about and can also save you money on taxes. Several tax-efficient charitable giving strategies are available, such as qualified charitable distributions, donor-advised funds, gifting appreciated stock, and bunching. When determining which organizations or charities to donate to, it is important to consider your values and the causes that matter most to you, and research the charities to ensure they use donations effectively.
Listen in as Pete, Matt and Andrew discuss the significance of charitable giving and tax-intelligent strategies to amplify the impact of your generosity.
Yeo & Yeo’s Everyday Business podcast covers tax, accounting, technology, and financial topics to help you and your business thrive. The podcast can be heard on Apple Podcasts, PodBean and, of course, our website. Please subscribe, rate and review.
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DISCLAIMER
The information provided in this podcast is believed to be valid and accurate on the date it was first published. The views, information, or opinions expressed during the podcast reflect the views of the speakers. This podcast does not constitute tax, accounting, legal or other business advice or an advisor-client relationship. Before making any decision or taking action, consult with a professional regarding your specific circumstances.
Investment advisory services are offered through Avantax Planning PartnersSM. Commission-based securities products are offered through Avantax Investment ServicesSM, Member FINRA, SIPC. Insurance services offered through licensed agents of Avantax Planning Partners. 3200 Olympus Blvd., Suite 100, Dallas, TX 75019. The Avantax entities are independent of and unrelated to Yeo & Yeo Wealth Management.
This material is for informational purposes only. It is not intended as investment, tax or other advice or an offer or solicitation for the purchase or sale of any financial instrument. Indices are unmanaged, represent past performance, do not incur fees or expenses, and cannot be invested into directly. Past performance is no guarantee of future results. Consult with your financial, tax or other appropriate advisors on all matters pertaining to financial, accounting or tax obligations and requirements.
Check the background of Pete Bender on FINRA’s BrokerCheck.
Episode 31: Securing Your Future With Long-Term Care Planning
Episode 30: Legacy Planning: Securing Your Future and Leaving a Lasting Impact
Episode 28: Year-End Tax Planning Through a Tax-Intelligent Lens
Episode 27: SECURE 2.0: Retirement Plan Enhancements
Episode 26: SECURE 2.0
Episode 25: Wealth Management Series – Maximizing Social Security Benefits
Episode 24: Wealth Management Series – Succession Planning for Business Owners: Safeguarding Your Biggest Asset
Episode 23: Wealth Management Series – Tax-Smart Investing and Planning
Episode 22: Wealth Management Series – Tax-Smart Strategies for Wealth Transferring
Episode 21: Wealth Management Series – Retirement Plans
Episode 20: Multistate Nexus and Tax Exposure
Episode 19: Wealth Management Series – The Financial Planning Process
Episode 18: Wealth Management Series – Inflation and Market Volatility
Episode 17: The Cannabis Industry – Part 2
Episode 16: The Cannabis Industry – Part 1
Episode 15: Introducing Our New CEO
Episode 14: Everything Sales Tax
Episode 13: Michigan Uniform Chart of Accounts for Local Government
Episode 12: Single Audits for Government Entities
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