December 16, 2022 By: Lauren Owoc Today’s topic covers: charitable gifting opportunities, retirement plan options and estate planning considerations that may help you plan for the upcoming year. We advise you to discuss them with your advisors to learn how they may benefit your net worth for year-end planning. We hope you find this information beneficial for educating yourself. Additionally, please feel free to contact our team with any questions or topics you would like to see them discuss. For more information on our personal financial service team and their services please click below. Article by: Lauren Owoc, CPA Lauren Owoc joined the firm in 2015 and has been working in public accounting since 2011. She specializes in not-for-profit compliance and consulting, high net-worth individual taxation, and partnership and real-estate taxation. Lauren leads the not-for-profit tax practice area within the firm. She coordinates the application process and annual tax compliance functions of more than 60 not-for-profit clients, including private and family foundations.
