According to Plan: Tax Considerate Strategies for Philanthropic Goals

In the spirit of Thanksgiving, Tom Farrell and Kate Fishbein discuss some strategies related to charitable giving. In our podcast series, According to Plan, we will be discussing more topics related to financial planning. Nothing contained in this presentation should be construed as personalized advice, or solicitation to buy or sell any securities.  Past performance may not be indicative of future results.  Different types of investments involve varying degrees of risk.  There can be no assurance that the future performance of any specific investment or non-investment related content in this Podcast will be profitable or suitable for your individual situation.  Due to changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions.  The opinions expressed in this podcast are those of the participants and may not reflect those of the firm.  To the extent you have any questions regarding the applicability of anything discussed to your individual situation, you are encouraged to consult with the professional advisor of your choosing.  The firm is neither a law firm, nor a certified public accounting firm, and no portion of this content should be construed as legal or accounting advice.