Donor Advised Funds with Kevin Wittmeyer, Manager at Slattery & Holman, P.C.

from 20/20 MONEY: The Business of Optometry · host Adam Cmejla

Welcome to this Episode of The Dose podcast. My guest on today's show is Kevin Wittmeyer, Manager at Slattery & Holman, P.C. here in Carmel, Indiana. Kevin stops by to discuss the advantages of Donor Advised Funds and charitable donation strategies to consider with legislative changes to the Tax Cuts and Jobs Act. We also touch on maximizing the efficiency of your charitable donations while still keeping true to charitable giving. —————————————————————————————————— Please rate and subscribe to The Dose on these platforms Apple Podcasts Spotify Google Play Stitcher —————————————————————————————————— For past episodes of The Dose with full companion show notes, please check out our episode archive here!

Episode metadata supplied by the publisher feed · Published Feb 4, 2019

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Donor Advised Funds with Kevin Wittmeyer, Manager at Slattery & Holman, P.C.

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