“Tax Smart Giving Strategies”

By Paula Filler, Endowment Chair

Jewish Federation of Greater Naples is excited to share a valuable new seminar that can help you and your family maximize the power of your philanthropy as well as gifts to your heirs. Registration is required for this luncheon program on Thursday, April 3, 11:30 a.m. at the Nina Iser Jewish Cultural Center. Even if you are unfamiliar with financial, tax or estate matters, our speakers will explain, in easy-to-understand language, how you can use tax smart strategies to amplify your generosity.

As the tax rules constantly change and many financial advisors speak in three-letter acronyms, many of us have questions when it comes to managing our money or considering how to best leave assets to loved ones. How can we leave the most wealth to loved ones which will not be severely diminished by taxes? And because we want to exercise our Jewish values of charity, what are some of the best tax smart strategies for giving to a not-for-profit?

Our distinguished speakers are experts in estate planning and financial advisory services. Ed Wollman has a busy practice focused on estate planning, trust and probate administration, tax planning, elder law and charitable giving. Mia Hyatt is a vice president and banker in the Naples office of J.P. Morgan Private Bank, providing financial advisory services. She is a certified financial planner. Jill Hagler has 25 years of experience as a philanthropic advisor in the Jewish community. All three are leaders in our Jewish community.

They share your values of generously giving back to the Jewish community, protecting families and are devoted to nurturing a culturally rich and safe Jewish life in Greater Naples. To register for this program, send an email to Eduardo Avila at eavila@jewishnaples.org.

JOIN US!

“Tax Smart Giving Strategies” Seminar

When: Thursday, April 3, 11:30 a.m.

Where: Nina Iser Jewish Cultural Center

Cost: Free Register: eavila@jewishnaples.org