Jan. 19, 2024

Ep 153 Don't let the Tax Tail Wag the giving Dog, with John Cullum

Ep 153 Don't let the Tax Tail Wag the giving Dog, with John Cullum
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Season 1

Charitable consultant for The American Heart Association, John Cullum, CFP(r) discusses:

  1. Why some people are charitable and others are not.
  2. Why it feels good to give.
  3. Different giving styles for different generations.
  4. What are some tax efficient ways to give money.

For all of your money questions, email david@parallelfinancial.com

Don't forget to CLICK HERE TO WATCH THE YOUTUBE VERSION OF THIS WEBINAR