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Making an Impact: Smart Tax Strategies for Planned Giving

MAKING AN IMPACT: SMART TAX STRATEGIES FOR PLANNED GIVING

Cost Free
Presentation Length 1.0 hour

Recorded DateMarch 25, 2024
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaSpecialized Knowledge
Course LevelBasic
Course Description

Explore powerful tax strategies by incorporating charitable giving within a financial plan. This webinar will establish a foundation of tax planning and retirement principles before delving into popular strategies such as donor-advised funds, bunching, donations in kind, and Roth conversions to maximize wealth building for both present and future needs.

Learning Objectives:


  • Recognize common charitable giving strategies and their applications

  • Determine the opportunities and risks associated with bunching, donor-advised funds, and donations in kind

  • Evaluate whether someone is an ideal candidate for Roth conversions with charitable giving

  • Identify retirement planning strategies applicable at different life stages

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Rizek Housari

Divergent Wealth
Wealth Advisor
[email protected]
(385) 237-4000

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Rizek Housari is a wealth advisor, Certified Public Accountant, and Certified Financial Planner® professional. Rizek recently published his first book, Finance on the Fly: Simple Strategies to Build Lasting Wealth.

As the host of the Finance on the Fly social media channel, Rizek shares practical insights on personal finance, retirement planning, tax strategies, and business topics, inspiring thousands to make smarter financial decisions.

Rizek holds both bachelor’s and master’s degrees in accounting from Brigham Young University and began his career at KPMG, a Big Four accounting firm. Now an independent advisor and fiduciary, he focuses on guiding families and individuals toward lasting financial security.

Outside of work, Rizek enjoys life with his wife, Emma, and their daughter Kalila. Together, they love outdoor adventures like fly fishing, skiing, and hiking, and he cherishes visits with family in Arizona, California, and Palestine.

About Our Presenter

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Divergent Wealth Advisors is a Family "Chief Financial Officer," a Wealth Planner, a Financial Adviser, a Portfolio Manager, an Estate Planning Adviser, and a Tax Strategist, all under the same roof. 

Divergent Wealth Advisors is a long-term financial partner who can serve generations of a family and can simplify complicated things, playing the role of an educator and an adviser.