‘Tis the season for giving. What are the tax rules for gifting of money and other assets? Maybe a Qualified Charitable Distribution from your IRA makes sense, or gifting through a Donor Advised Fund. Discussion will cover these and other ways to give of your assets.
Free and open to the community.
Facilitated by: Jorgen Vik, CFP®, is a CERTIFIED FINANCIAL PLANNER™ and partner of the SKV Group, LLC, a Charlottesville based wealth management company. Jorgen has worked in the financial services industry since 2001.