Year-End Planning 2018: Gifting





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Published on Nov 27, 2018

Bryan Blackburn, CFP presents on financial gifting in 2018.
What is required? What are the rules for individuals vs. entities? What are the facts about giving assets?

- Clarify your charitable intent – Give Now - Give Later – Give & Receive
- Maximize the value of gifts to charity
- Minimize income and capital gains taxes
- Explore Qualified Charitable Distributions using your IRA
- Develop a long-term strategy for charitable opportunities in your estate plan

Call Carnegie Investment Counsel to discuss your year-end planning. Call 1-800-321-2322 or email info@carnegieinvest.com. Visit www.carnegieinvest.com to learn more.

This presentation was prepared by Carnegie Investment Counsel, a federally registered investment adviser under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply a certain level of skill or training. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser. Neither the information nor any opinion expressed is to be construed as a solicitation to buy or sell a security or the provision of personalized investment, tax, insurance or legal advice. Carnegie Investment Counsel does not provide legal, insurance, or tax services. For more information please visit https://adviserinfo.sec.gov/.
The opinions presented are subject to change without notice in reaction to shifting market conditions. Investing involves the risk of loss and investors should be prepared to bear potential losses. Past performance may not be indicative of future results.
This is prepared for informational purposes only and the information provided is believed to be true as of the publication of this presentation. It does not address specific investment objectives, or the financial situation and the particular needs of any person who may receive this presentation.

The Certified Financial Planner (CFP®) certification process, administered by CFP Board, identifies to the public that those individuals who have been authorized to use the CFP® certification marks in the U.S. have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence when dealing with clients.

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