Charitable Planning in 2025
Date: 2025-09-09
Now is the time for your clients to plan for changes coming soon to charitable giving! Why the rush? New rules enacted by the OBBBA take effect January 1, meaning that some opportunities will end on December 31. Walk through a case study with us, and learn what your clients can do now, to make the most of the 2025 rules.
Time: 12:00 pm to 1:00 pm eastern