The public is invited to learn little-known strategies to Make 2022 Your Best Tax Year Ever.
Those interested can join the Sun Health Foundation for this second in a series of smart-giving workshops from 10 to 11:30 a.m. Tuesday, June 14, at The Colonnade, La Vita Room, 19116 N. Colonnade Way.
Admission is free, and refreshments are provided.
Attendees will discover IRS-approved strategies and structures that provide significant tax savings and other surprising benefits for themselves, their family and the charities they care about.
Hear more about this from experts in their fields: Michael Barnes, vice president, FineMark Bank & Trust; member, Sun Health Foundation Board of Trustees; and chair, Sun Health Foundation’s Council of Professional Advisors. Joining him will be Greg Bodine, principal, Bodine Advisors, LLC; and member, Sun Health Foundation’s Council of Professional Advisors.
For example, guests can learn how to “temporarily lend an asset” to charities and receive a 60% to 90% tax deduction. Those attending the seminar also learn how to make a major gift to nonprofits at a cost of 10 to 25 cents on the dollar.
Questions are welcome.
To register, contact Andrea at 623-471-8501 or Andrea.James-Mishra@sunhealth.org.
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