BONUS EPISODE // Leveraging a Donor Advised Fund
BONUS EPISODE // Leveraging a Donor Advised Fund
Wealthquest Fully Operational. Click Here For More Details.
BONUS EPISODE // Leveraging a Donor Advised Fund
Director of Tax Planning Dan Larson offers three strategies you and your advisor can take to mitigate the impact of capital gains on your tax liability.
https://youtu.be/H5KYyYZD8RQ Next time you’re thinking about giving, be mindful of how you’re giving. Appreciated stocks can be an efficient and
Skip the contemplating and get straight to the special connection that being generous can bring.
Hear how Adam Day explains a concept we call The Abundance Fund and how creating one for yourself can help you step into generosity more freely.
Why is it that we expect the Holiday Season to be filled with great thankfulness and joy, yet sometimes the
If you’re charitably inclined, it’s wise to still be strategic in the way you give dollars – both because of the implications on your own tax liability as well as the cash flow of the organizations you care about most.
That’s why a Donor Advised Fund can be such an amazing tool. It opens up opportunities to take advantage of strategies like the gifting of appreciated stock or “bundling” gifts, and giving more intentionally as a family or as opportunities present themselves throughout the year.
In this video, hear from Wealth Advisor David Kern as he unpacks the impact a Donor Advised Fund can have in your financial plan.
So often we get attached to our money because it gives us a sense of security. While that feeling of
The legacy you leave for your family is not just about the money that you give them once you pass.
Think about the last time you were in pain or struggling and someone went out of their way to care
When is the last time you consciously and intentionally sought out a way to be generous? Generosity is a human
Living a Rich Life: The No-Regrets Guide to Building and Spending Wealth, by James Lenhoff
Sign up for Wealthquest Weekly to receive updates from our team about new podcast episodes, free guides and resources.
Discover a new approach to wealth management where your investments, tax preparation, and estate planning services are offered by one team of fiduciary professionals all under one roof, for one simple fee. Wealthquest is a fee-only financial planning and wealth management firm focused on the integration of your life and finances. Regardless of your account size or stage of life, our firm can help.
50 E-Business Way
Suite 120
Cincinnati, OH 45241
T: 513.530.9700
F: 513.530.9776
info@wqcorp.com
Mon – Thur 8AM – 5PM
Friday 8AM – 12PM
Sat – Sun Closed
2211 York Rd
Suite 210
Oak Brook, IL 60523
T: 630.581.3580
F: 513.530.9776
info@wqcorp.com
Mon – Thur 8AM – 5PM
Friday 8AM – 12PM
Sat – Sun Closed
Please fill out this form and a Wealthquest Advisor will be in touch with you soon.
We promise to never share your information.