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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