News from SVA Plumb Financial


SVA Financial Group’s Droessler Presents Charitable Giving Considerations for 2020

By SVA Financial Group | 5/8/2020

SVA Financial Group’s Jamie Droessler, CFP® will present a webinar for Groundswell Conservancy on May 19, 2020.  The presentation, titled Charitable Giving Considerations for 2020, will discuss how charitable giving can help one’s tax picture.

On Friday, March 27, 2020, the Coronavirus Aid, Relief, and Economic Security (CARES) Act was signed into law. The economic stimulus bill aims to provide immediate relief for individuals and incentivize charitable giving by increasing tax deductions for charitable donations. Planning is important to maximize the tax implication. Attendees at this special presentation will learn how the CARES Act can impact the 2020 tax year, changes to charitable deductions for 2020, ways to maximize the Qualified Charitable Distribution from an IRA (despite the suspension of the Required Minimum Distribution for 2020), what is a Donor Advised Fund, 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.

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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.