 SURPRISE, Ariz. (April 13, 2022) – With this year’s tax time behind us, now is the time to learn the smart strategies that can help you maximize future benefits next year in both taxes and charitable giving.
Join Sun Health Foundation on Thursday, May 5th, at 10 to 11:30 a.m. for Taxes & Charities, first in a series of educational workshops at The Colonnade, La Vita Room, 19116 N. Colonnade Way, in Surprise.
Hear directly from leading experts in the field: Dave Eastman, Attorney at Law, Eastman Trusts; and Greg Bodine, Principal, Bodine Advisors, LLC.
They will share some little-known secrets for IRS-approved structures and strategies for smart giving, with surprising benefits for you and your family. For example, you will learn how to make a gift that provides a lifetime fixed income and generous tax saving.
Admission is free, and refreshments will be provided. To register for the seminar, please contact Andrea at (623) 471-8501 or [email protected].
