Charitable Giving Strategy: Good Giving and Reduce Taxes episode artwork

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

Episode metadata supplied by the publisher feed · Published Apr 30, 2024

Embed this episode

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...

Distinct summary based on available episode metadata or transcript content.

Ready to play

Charitable Giving Strategy: Good Giving and Reduce Taxes

0:00 34:51

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

No similar episodes found.

No similar podcasts found.

Frequently Asked Questions

How long is this episode of The Financial Harmony™ Podcast?

This episode is 34 minutes long.

When was this The Financial Harmony™ Podcast episode published?

This episode was published on April 30, 2024.

Can I download this The Financial Harmony™ Podcast episode?

Yes. Use the download control on the episode player to save the publisher-provided media file.
URL copied to clipboard!