Are you interested in learning how to make your charitable giving more effective? If so, we encourage you to register for the upcoming webcast “Philanthropic Strategies for Successful Families”.

In this webcast, Casey Hale and John Peiffer, partners at Brown & Streza LLP, will provide an overview of three common tools successful families use to organize and execute on their charitable goals. They will discuss the advantages and disadvantages of each tool, and help you choose the one that is right for your family.

 

Here are some of the topics that will be covered:

  • The different types of charitable giving vehicles.
  • How to develop a strategic plan for your charitable giving.
  • How to manage your charitable giving on an ongoing basis.

This webcast is a great opportunity to learn from two experienced professionals who have helped hundreds of families achieve their philanthropic goals.

The webcast will be held on September 13 at 12:00 PM Pacific Time. Registration is free, but space is limited. To register, please visit https://us02web.zoom.us/webinar/register/8116891229452/WN_ITma5gaORYycL8HFgUKw0g

We hope to see you there!

About Brown and Streza
Brown and Streza LLP is a law firm providing integrated legal services in tax, estate, trust, real estate, business, business succession planning, and charitable planning, including representing non-profits and religious organizations. Located in Orange County, California, we serve families, businesses, entrepreneurs, philanthropists, and charitable organizations, focusing on helping closely-held businesses and their owners achieve their goals. For more information, please visit our website.

We hope you’ve enjoyed this article. While you’re here, we have a small favor to ask…

As we prepare for what promises to be a pivotal year for America, we’re asking you to consider becoming a supporter.

The need for fact-based reporting of issues important to family offices and successful individuals and protecting a lifetime of savings has never been greater. Now more than ever, family offices and successful individuals are under fire. That’s why Policy and Taxation Group is passionately working to increase the awareness of issues important to family offices and successful individuals, while continuing to strengthen our presence on Capitol Hill.


Policy and Taxation Group is the Voice for Family Offices and Successful Individuals in Washington, DC focused exclusively on the critical tax and economic policies that impact them.

Since 1995, Policy and Taxation Group has been the leading advocacy group working to reduce and eliminate estate tax, gift tax, and generation skipping transfer tax while blocking increased income tax and capital gains taxes, the creation of a wealth tax, and other hostile tax policies that punish hardworking taxpayers and success.


#incometax #taxseason #federaltaxpolicy #taxation #EstateTax #Deathtax #wealthtax #taxLegislation #CongressionalCaucus #CapitalGainsTax #incometaxrates #incometaxseason #taxrefund #taxreturn #incometaxreturn #gifttax #Generationskippingtax #InheritanceTax #repealestatetax #FamilyBusiness #promotefamilybusinesses #familyowned #supportlocalbusiness #womeninbusiness #AdvocatingForFamilyBusinesses #Generationallyowned #Multigenerationalbusiness  @FamilyEnterpriseUSA @PolicyAndTaxationGroup @DitchTheEstateTax #FamilyEnterpriseUSA #PolicyAndTaxationGroup #DitchTheEstateTax