Money Guide With Mary Sterk

Ever wanted to super-charge your tax deductions for charitable giving? In this episode of "Money Guide with Mary Sterk," Mary & Sterk Advisor Kelsey Bankey share strategies to create massive current-year tax deductions using Donor-Advised Funds. Topics include: Charity Stocks Real Estate Assets Liability Business Gifts Tax Management Family Values Brokerage Account Highly-Appreciated Retirement Inheritance Scholarship Fund Subscribe to the “Money Guide with Mary Sterk” podcast on apple podcasts: https://tinyurl.com/3x65ejdm Schedule an appointment with one of our advisors today! https://www.sterkfinancialservices.com/p/contact