Beyond the Checkbook: Smart Strategies for Charitable Giving

Description

BS&P CPAs and Consultants

Join us on Monday, December 15th from 12-1pm for a complimentary webinar on smart, tax-efficient charitable giving. From simple gifts to more advanced strategies, your presenters, BS&P Wealth Management’s Robert Romeo, CFP®, CEPA® and MassMutual’s Michele Collins, JD will cover options that can help you support the causes you care about and strengthen your financial plan.

You will learn: •How lifetime gifts differ from charitable bequests •How income tax deductions factor into charitable gifts •How methods that defer donations but yield upfront benefits to you •How to donate effectively using assets, such as retirement benefits or life insurance •Which techniques give you the flexibility to change your mind about which organization will receive your charitable donation

Register Here: https://us06web.zoom.us/webinar/register/WN_06BRZNnUTbGBt5V9N9mdOQ

BS&P Wealth Management has individuals licensed to sell Insurance products in AZ, FL, MI, NY, PA, VA. BS&P Wealth Management has individuals licensed to sell securities products in AZ, CO, FL, GA, IL, ME, MI, NC, NY, OH, SC, VA.

BS&P Wealth Management cannot communicate with, nor respond to requests from users who reside in jurisdictions where we are not licensed to conduct insurance and/or securities business. Individuals outside of these jurisdictions should not attend this event. Attendees consent to being recorded for future use. The information provided is not written or attended as specific tax or legal advice. MassMutual, its subsidiaries, employees, and representatives are not authorized to give tax or legal advice. Individuals are encouraged to seek advice from their own tax or legal counsel. References to products or services unavailable in your jurisdiction do not imply that these products will be made available to you. © 2025 Massachusetts Mutual Life Insurance Company (MassMutual), Springfield, MA 01111-0001. All rights reserved. www.massmutual.com. MM202712-313845