I will show you Strategies I use with clients, for example: 
-Consider “Lumping donations” rather than smaller regular donations 
-Why you may no longer be able to deduct gifts to your favorite Charity 
How to make your IRA distributions potentially nontaxable to you

I will show you Strategies I use with clients, for example: -Consider “Lumping donations” rather than smaller regular donations -Why you may no longer be able to deduct gifts to your favorite Charity How to make your IRA distributions potentially nontaxable to you

Tax strategies for the current financial landscape

ESG Players Podcast is a full package podcast! Environmental, Social, Governance investing is the newest, smartest way to do your investing. This podcast is one of the most valuable resources available to you. There is no faster way to grow than to be ready to learn from other ESG players. Listen to Jonathan Kvasnik and the ESG Players, ask them questions and learn the low down! Jonathan Kvasnik, ChFC, Financial Advisor shares his expertise and knowledge to help people get their financial house in order. Jonathan gives straight advice and helps clients towards their ultimate financial goals. -Investing in a More Livable Environment- Securities offered through Securities America, Inc., member FINRA/SIPC. Jonathan B. Kvasnik, ChFC, Registered Representative. Advisory services offered through Securities America Advisors, Inc. Cherokee Investment Services, BankCherokee and Securities America are separate companies. - Not FDIC Insured - No Bank Guarantees - May Lose Value - Not Insured By Any Government Agency - Not Bank Deposits

Business

Investing

ESG Players Podcast is a full package podcast! Environmental, Social, Governance investing is the newest, smartest way to do your investing.This podcast is one of the most valuable resources available to you. There is no faster way to grow than to be ready to learn from other ESG players. Listen to Jonathan Kvasnik and the ESG Players, ask them questions and learn the low down!Jonathan Kvasnik, ChFC, Financial Advisor shares his expertise and knowledge to help people get their financial house in order.Jonathan gives straight advice and helps clients towards their ultimate financial goals.-Investing in a More Livable Environment-Securities offered through Securities America, Inc., member FINRA/SIPC.Jonathan B. Kvasnik, ChFC, Registered Representative. Advisory services offered throughSecurities America Advisors, Inc. Cherokee Investment Services, BankCherokee andSecurities America are separate companies.- Not FDIC Insured - No Bank Guarantees - May Lose Value- Not Insured By Any Government Agency - Not Bank Deposits

ESG Players Podcast is a full package podcast! Environmental, Social, Governance investing is the newest, smartest way to do your investing. This podcast is one of the most valuable resources available to you. There is no faster way to grow than to be ready to learn from other ESG players. Listen to Jonathan Kvasnik and the ESG Players, ask them questions and learn the low down! Jonathan Kvasnik, ChFC, Financial Advisor shares his expertise and knowledge to help people get their financial house in order. Jonathan gives straight advice and helps clients towards their ultimate financial goals. -Investing in a More Livable Environment- Securities offered through Securities America, Inc., member FINRA/SIPC. Jonathan B. Kvasnik, ChFC, Registered Representative. Advisory services offered through Securities America Advisors, Inc. Cherokee Investment Services, BankCherokee and Securities America are separate companies. - Not FDIC Insured - No Bank Guarantees - May Lose Value - Not Insured By Any Government Agency - Not Bank Deposits

Share Tax strategies for the current financial landscape

Sign up to save your podcasts

Tax strategies for the current financial landscape

Tax strategies for the current financial landscape