MAKE 2022 YOUR BEST
TAX YEAR
EVER!
Come and learn even more little-known, IRS-approved strategies and structures that provide enormous tax savings and other surprising benefits for you, your family, and charities you care about. For example, you will learn how to “temporarily lend an asset” to charities and receive a 60%-90% tax deduction. You will also learn how to make a major gift to non-profits at a cost of 10 to 25 cents on the dollar. PRESENTERS: Michael Barnes, Vice President of FineMark Bank & Trust; Member, Sun Health Foundation Board of Trustees; Chair, Sun Health Foundation Council of Professional Advisors Greg Bodine, Principal, Bodine Advisors, LLC; Member, Sun Health Foundation Council of Professional Advisors
The second in a series of smart giving workshops. Refreshments will be provided.
TUESDAY, JUNE 14 10 a.m. to 11:30 a.m. The Colonnade, La Vita Room 19116 N. Colonnade Way, Surprise
RSVP to Andrea at (623) 777-2191 or Andrea.James-Mishra@SunHealth.org
Grand Lifestyles | June 2022 | suncitygrand.com
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