Successful Gift Planning with the Current Tax Laws

When:  Oct 10, 2019 from 11:30 AM to 1:30 PM (PT)

Did you know that the new tax laws doubles the standard deduction?  The new standard deduction is up to $13,850 for single filers and $27,000 for joint filers.  This increase gives your donors a very nice choice to either itemize their deductions or to claim the standard deduction.

With these tax changes, some individuals who itemized in years past will be inclined to take the standard deduction in future years. Regardless of what strategy they employ, you may want to be knowledgeable about strategies that can provide them with both tax and non-tax benefits. 

Come learn the benefits of bunching gifts into a single (Potentially Higher Income) year, making outright gifts of appreciated assets and giving from pre-tax assets by making an IRA rollover gift.
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Our October speaker is Aaron Ritter, CFP, an advisor with Avalan Wealth Management in Santa Barbara. Aaron has been a holistic financial advisor since 2006. He holds the Certified Financial Planner™ designation, as well as a Master of Science in Personal Financial Planning.

In addition to serving clients, Aaron teaches courses on charitable giving and retirement planning. Aaron is a member of the Santa Barbara Estate Planning Council and the Santa Barbara Council of Charitable Gift Planners. He volunteers for the Community Environmental Council, SustainableFuture.org, and Food from the Heart of Santa Barbara.

Location

Ventura Marriott
2055 E Harbor Blvd
Ventura, CA 93001
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Contact

CA, Santa Barbara/Ventura Counties Admin

carmela@visionalitypartners.com