Insights

Explore valuable perspectives from our team, featuring articles by Dianne Nolin CFP®, CDFA® Cecile Hult CFP®, CDFA® Eric Ashburn CFP®, CEPA®, CDFA®, CeFT® Joe Gallemore CIMA® CExP™ Jamie S. Blum CPA, CDFA® Alyce Phinney CDFA® Emily Pelletier CGSP® Rasha Bitar CFF®, CGSP® Sierra Lawrence CGSP®  Brett Colbert Maggie Shipley Kayla Hufker

Tax Time Insights: Charity Tax Credits & Qualified Charitable Distributions [Espresso Shot]

During a recent Coffee & Conversation, Cecile Hult, CFP®, CDFA® Partner & Private Wealth Advisor for Argent Bridge Advisors, sat down with Maggie Lust and Michael Osinksi, CPA’s at Dixon Hughes Goodman LLP, and explored what tax law considerations you need to know about as you prepare for 2022 tax time. Here’s a short Espresso Shot from the webinar highlighting charity tax credits and qualified charitable distributions. Give it a listen now!

If you’re interested in watching the entire replay of the Coffee & Conversation, click here.

If you’d like to discuss tax planning for 2022 or beyond, reach out to us! We’re always looking to bring clarity to wealth planning.

 

 

Speakers

Maggie Lust

CPA, Senior Tax Associate

Dixon Hughes Goodman LLP

margaret.lust@dhg.com

 

Michael Osinski

Partner, CPA

Dixon Hughes Goodman LLP

michael.osinski@dhg.com

 

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