Webinar Recordings

Latest Webinar

Tax-Advantaged Charitable Giving Strategies for 2026

About This Webinar

You can support the causes you care about while simultaneously reducing your tax burden. This session covers the most effective, up-to-date giving strategies for 2026. It is designed specifically for retirees and families who want to maximize their philanthropic impact while smartly navigating current tax brackets, Required Minimum Distributions (RMDs), and long-term estate goals.

Past Webinar Recordings

SpaceX & Your Wealth: Our Approach to Big Tech Investing

July 7, 2023

Karin Christ, CPA