EPISODE · Apr 30, 2024 · 34 MIN
Charitable Giving Strategy: Good Giving and Reduce Taxes
from The Financial Harmony™ Podcast · host Dr. Preston Cherry
Join Dr. Preston Cherry and Dr. Russell James, as they discuss how charitable giving and tax planning can work together. Plus, they break down tricky tax stuff, including how to deal with estate and income taxes smartly.Want to learn more? Connect with us below! Dr. Russell James on LinkedInDr. Preston D. Cherry on LinkedInDr. Preston D. Cherry’s WebsiteReady to explore these tax planning strategies for financial acceleration? Visit our website for more insights and personalized guidance.Click here to go to our website: https://concurrentfp.comThe Financial Harmony™ Podcast is produced by Concurrent Wealth Management. Dr. Preston Cherry, CFP®, Ph.D., is the founder and a dollar-based flat-fee fiduciary financial advisor based in Houston. He works directly with high-income Gen X professionals and oil and gas executives on retirement, tax, and investment decisions through comprehensive financial planning and integrated investment management.Learn more at concurrentfp.com
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Join Dr. Preston Cherry and Dr. Russell James, as they discuss how charitable giving and tax planning can work together. Plus, they break down tricky tax stuff, including how to deal with estate and income taxes smartly. Want to learn more? Connect with us below! Dr. Russell James on LinkedInDr. Preston D. Cherry on LinkedInDr. Preston D. Cherry’s WebsiteReady to explore these tax planning strategies for financial acceleration? Visit our website for more insights and personalized guidan...
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Charitable Giving Strategy: Good Giving and Reduce Taxes
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