What if your generosity could create even greater impact? Join us for an inspiring workshop with Jeanne Sacks, CPA, CGMA, CAP®—a tax expert who understands the heart of giving.
Discover how to align your spiritual intentions with smart financial strategies that amplify your ability to support what matters most. Whether you're exploring charitable deductions, planning for required minimum distributions, or considering your legacy, this session offers practical wisdom to make your giving more powerful.
Jeanne brings warmth and expertise as a Shareholder at Johnson, Stone & Pagano, P.S., helping us navigate:
Charitable contribution essentials – understanding cash, goods, and service donations
Maximizing your impact – strategies to enhance deductions while supporting spiritual and community work
Current IRS updates – staying informed on the latest rules affecting charitable giving
RMDs and QCDs – using Required Minimum Distributions strategically, plus benefits of Qualified Charitable Distributions for those 70½+
Donor-advised funds – streamlining and amplifying your philanthropic reach
Proper documentation – protecting your contributions and peace of mind
Estate planning with purpose – building charitable giving into your lasting legacy
This is more than a tax workshop—it's an opportunity to deepen your spiritual practice through conscious, effective generosity. All are welcome.
Registration Coming Soon!