Tax Advantaged Options
With the continuing market selloffs and profit taking and thus TAXABLE gains coming we have a couple of solutions below for you that are extremely tax advantaged and can limit DOWNSIDE:
Our Donor Advised Fund
You can review a few of our partnerships here:
Our Qualified Opportunity Zone Fund:
Let's schedule some time to discuss, please email me below.
Regards,
Jason
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Jason Lohe
Head of N. America United Cities
M:?925-997-1411
Helping Technology Leaders Accelerate Digital Transformation Goals
11 个月Jason, thanks for sharing! I was actually trying to get in touch with the right person responsible for sustainability and supply chain at Safeguard Financial and Insurance Services. Would you be able to point me in the right direction?
Father | Veteran | Helping to build & protect wealth for families!
1 年Jason, thanks for sharing! It is an interesting perspective.