News from SVA Plumb Financial

sva-financial-group-mraz-presents-charitable-giving-considerations-for-2020

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

By SVA Financial Group | 10/7/2020

SVA Financial Group’s Jeanne Mraz, CFP®, CEPS presented a webinar for Groundswell Conservancy on October 7, 2020.  The presentation, titled Charitable Giving Considerations for 2020, discussed 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 learned 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.

Jeanne is a Wealth Manager for SVA Wealth Management. She has over twenty years experience in the financial services industry. With a background in investments, asset management, and financial planning, Jeanne helps her clients by developing and implementing investment strategies for their retirement and other financial goals.

 

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.