Service Description

Come join us for this opportunity to learn about advanced tax strategies to keep more in your family, enable and bless a charity, or provide a perpetual legacy of giving that in handed down through the generations. Taught by Paul Bryer CFP®, CIMA® & Kelly Myers MBA, EA, we will dive into topics such as: - Donor-Advised Funds (DAF) - Gifting and Gift Bundling - Gift Taxes - Estate Taxes (Federal and State) - Probate avoidance and management - Inherited Retirement Plans (401(k), IRA) - Roth IRAs and Roth conversions - Life Insurance as an estate/legacy tool