Philanthropy in Advising Today

Since the 2017 Tax Cut and Jobs Act altered the landscape for income tax deductions, philanthropy has become an important aspect of planning for financial advisors. Liz Claman and John Hayes, the SVP of Charitable Estate Planning at the American Heart Association, sit down to talk about those industry changes and the opportunities that including philanthropy in the planning process provides advisors and clients.

  • |
  • 04 mins 44 secs