Tax strategy session: Lower taxes, shelter assets from creditors, and give to your favorite charities

Podcasters: Alison Reiff-Martin, CPA and Phillip Washington, Jr

Planning using charitable remainder trusts is a very effective way to reduce taxes, protect assets from creditors, create an income stream for yourself, while leaving money to your favorite charitable organization at your death.  

Powered by ReiffMartin CPA and Stone Hill Wealth Management