Year-End Tax Planning | Charitable Giving Strategies
Brian M. Klintworth, CPA, MT, Tax Director
Christopher M. Bedient, CFA, CFP, Partner, HBE Wealth Management
In this two-part session, we will focus on several year-end planning considerations for taxpayers. First, Brian Klintworth will provide an overview of tax planning issues, including President Biden’s proposed SALT cap, and the Nebraska Personal Property Tax Credit.
In the second half of the session, Chris Bedient will discuss strategies related to charitable giving, including donor advised funds, and required minimum distributions (RMDs).