Discover the power of a Donor Advised Fund (DAF) in this episode. We dive into the strategic benefits of using DAFs for impactful donations and significant tax reductions.

Learn how business owners and high-earners can leverage DAFs to optimize tax benefits during peak earning years, understand the process of donating appreciated assets like stocks, mutual funds, and ETFs for a double tax advantage, and explore the ease of setting up a DAF with leading providers like Schwab, Fidelity, or Vanguard.

Whether you're planning future donations, looking to maximize deductions, or seeking to minimize capital gains taxes, this episode is packed with insights and practical advice for enhancing your charitable giving strategy and financial planning.

Perfect for business owners, investors, and philanthropists aiming to make a difference while efficiently managing their taxes.

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We help business owners:

→ Understand the complexity of navigating a business transition

→ Assess their level of preparedness from a financial, tax, and legal perspective

→ Plan for the next chapter of their life

👉 Get Your Free Readiness Assessment!

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