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SVA Financial Group’s Droessler Presents Charitable Giving After Tax Reform

By SVA Financial Group | 10/23/2019

SVA Financial Group’s Jamie Droessler, CFP® will present an educational roundtable for Groundswell Conservancy on November 1, 2019.  The presentation, titled Charitable Giving After Tax Reform, will discuss how charitable giving can help one’s tax picture.

The 2017 federal tax reform changes to the standard deduction and itemized deductions may affect the ability to obtain an income tax benefit from charitable giving. Planning is important to maximize the tax implication. Attendees at this special roundtable will learn ways to maximize the Qualified Charitable Distribution, what is a Donor Advised Fund, how to gift stocks and more.

Jamie is a Wealth Manager for SVA Wealth Management. He has provided comprehensive financial planning and asset management services since 2008. In his role, he consults with a broad range of clients on their investments and stays closely involved in ongoing investment research, analysis and financial plan development.

To register for this roundtable, visit https://groundswellwisconsin.org/page.asp?page=charitablegiving.

 

About Groundswell Conservancy

Groundswell Conservancy's core values are based in our dedication to protect our lands and water now for future generations. They are convictions deeply held by our board and staff and practiced in our conservation efforts. To accomplish our goals, we believe in four core values of conservation, collaboration, connectedness, and commitment.

About SVA Financial Group

At SVA Financial Group, we believe quality service is the key to maintaining long-term relationships. Our clients enjoy personal access to the investment and trust advisory professionals who oversee their portfolios. Through this close relationship, we recognize the direct responsibility we have for our clients’ assets and wealth planning.

We work closely with our clients to assist them in defining their investment goals and objectives, taking into account not only their goals and obligations, but also their desires to address the needs of future generations.