Formerly known as Planned Giving Round Table of Arizona
Tax, Estate, & Charitable Strategist
Gift Planning Institute
Real estate represents a staggering 43% of all wealth in the United States, making it a pivotal asset class. Join us for an engaging session that promises to equip you with the knowledge to leverage real estate for good, turning assets into legacy. We will explore options that offer diversification and tax mitigation and also offer avenues for lifetime income, estate planning benefits, and charitable giving.
Learning Objectives:
-Provide advisors with tools and strategies for helping their clients diversify their real estate tax efficiently.
-Assist nonprofit organizations with strategies to increase their donors' capacity for giving.
-Create collaboration with advisors and nonprofit organizations to help clients and donors.
Session is Approved for 1PT CE Credit
Program is Approved for one (1) hour of CE credit
HUGE THANK YOU TO THIS PROGRAMS SPONSOR!
Arizona Charitable Gift Planners
www.azgiftplanners.org
admin@azgiftplanners.org
602.840.2900 X1
