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Structuring Charitable Donations For Tax Benefits

In this digital webinar, Erin Reed Ames, CPA, CFP® will be giving a review of the CARES Act changes for this year as it relates to year end, and some tax strategies to utilize for year end planning.

Register Below

Structuring Charitable Donations For Tax Benefits

In this digital webinar event, Erin Reed Ames, CPA, CFP® will be giving a review of the CARES Act changes for this year as it relates to year end, and some tax strategies to utilize for year end planning.

LUNCH

Unfortunately, due to the new state regulations for COVID-19, we are unable to have attendees come in to the office for lunch. This event will be only digital.

LEARN

Erin Reed Ames, CPA, CFP® have been following the CARES Act closely and are our experts on the topic here at Adams Wealth.

APPLY

Our priority is to share information that adds value, prepares you for the future and provides opportunities.

Event Details

Date & Time: December 10, 2020 @ 12:00 pm (Noon)

Location: Digital Webinar (A Zoom link will be sent to all registers 24 hours before the event.)

Event Topic: Structuring Charitable Donations For Tax Benefits

This will be an all digital event as we follow all state health & safety precautions for COVID-19. 

 

Disclosure: Adams Wealth Management is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/ or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.

Event Details

Date & Time: December 10, 2020 @ 12:00 pm (Noon)

Location: Digital Webinar (A Zoom link will be sent to all registers 24 hours before the event.)

Event Topic: Structuring Charitable Donations For Tax Benefits

This will be an all digital event as we follow all state health & safety precautions for COVID-19. 

 

Disclosure: Adams Wealth Management is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/ or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.

Register Here






    Get To Know Our Speaker

    Erin Reed, Financial Planning Specialist

    Erin Reed Ames, CFP®, CEP®, CPA

    FINANCIAL PLANNING SPECIALIST

    Erin is the Financial Planning Specialist in the Planning Division at Adams Wealth Advisors. She is responsible for advising clients on a wide range of personal finance topics. Specifically, she specializes in tax and estate planning, as well as other unique business or financial situations. Erin is also the mastermind, and director of the Adams Wealth Charitable Giving program.

    She received her Bachelor’s degree from Utah State University in Accounting and Economics, as well as a Master’s degree in Accounting with an emphasis on Personal Financial Planning. In addition, Erin holds the impressive designations of CPA, CFP and CEP.

    In 2019, Erin launched the Adams Wealth Charitable Giving program. In its first two years, the program hosted, under Erin’s direction, two Triathlons where 100% of the proceeds were donated to the local CAPSA and Boys and Girls Club. As well as a Drive-In Movie event to benefit Jump The Moon, a student athlete recognition program and several other events to support local organizations.

    When needing a break from business, Erin relaxes by learning a new hobby, seeing a new destination, or enjoying the great outdoors with her sweet dog Nana.

     

    Learn more about Erin by visiting: https://adamswealthadvisors.com/2020/05/21/erin-reed-cfp-cep-cpa/

    Or connect with her on LinkedIn: https://www.linkedin.com/in/eringerraereed/.

    Erin Reed, Financial Planning Specialist

    Erin Reed Ames, CFP®CEP®, CPA

    FINANCIAL PLANNING SPECIALIST

    Erin is the Financial Planning Specialist in the Planning Division at Adams Wealth Advisors. She is responsible for advising clients on a wide range of personal finance topics. Specifically, she specializes in tax and estate planning, as well as other unique business or financial situations. Erin is also the mastermind, and director of the Adams Wealth Charitable Giving program.

    She received her Bachelor’s degree from Utah State University in Accounting and Economics, as well as a Master’s degree in Accounting with an emphasis on Personal Financial Planning. In addition, Erin holds the impressive designations of CPA, CFP and CEP.

    In 2019, Erin launched the Adams Wealth Charitable Giving program. In its first two years, the program hosted, under Erin’s direction, two Triathlons where 100% of the proceeds were donated to the local CAPSA and Boys and Girls Club. As well as a Drive-In Movie event to benefit Jump The Moon, a student athlete recognition program and several other events to support local organizations.

    When needing a break from business, Erin relaxes by learning a new hobby, seeing a new destination, or enjoying the great outdoors with her sweet dog Nana.

    CONTACT US

    (435) 752-1702

    1047 South 100 West
    Suite 220
    Logan, UT 84321