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The Roth IRA and Charitable Giving

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Uploaded by on Mar 12, 2010

Would you like to learn more about the options for charitable giving given the changes to the rules surrounding Roth IRA conversions? In this video, Marjorie A. Horwin, CPA, of Morrison, Brown, Argiz & Farra, LLP and Jeffrey A.Baskies, Esq., of Katz Baskies LLC in Boca Raton discuss many options for helping you or your clients make a difference in your tax planning. The Community Foundation for Palm Beach and Martin Counties appreciates the expert advice of Ms. Horwin, member of the Community Foundation's South County Professional Advisor Network and Mr. Baskies, Co-Chair of the South County Professional Advisors Network. Video produced by the Community Foundation for Palm Beach and Martin Counties and Stephen Leek Photography.

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