Charitable planning takes into consideration many factors that can impact what you give, where it comes from and how much you can save in taxes now and in the future. Charitable planning should be part of a comprehensive financial plan with a skilled financial planner who knows your unique circumstances. In this video series, Modera Wealth Manager and Principal John J. Ceparano CPA/PFS, CFP®, M.TAX, will walk you through what you need to consider when making charitable donations at different ages.
About John:
John provides investment and wealth management advice to high-net-worth families and individuals, particularly business owners. He specializes in clients who are actively accumulating their wealth and who are interested not only in preserving what they have gained, but also in continuing to grow their assets, with an emphasis on minimizing their taxes. John has over 25 years of experience in financial planning, taxation, business consulting, and financial counseling. He understands the pitfalls business owners can face if they do not have a solid financial plan that is customized and monitored by professionals. John is passionate about helping his clients navigate the complex finances and burdens associated with being busy business owners. He helps relieve them of some of the stress so they can reach their personal financial goals and provide the best possible lives for themselves and the people they care about. John then focuses on these successful individuals’ transitions from their careers into retirement, utilizing tax-efficient strategies to help them avoid making the IRS one of their charities. Contact him today: moderawealth.com/people/john-j-ceparano/
Disclaimers:
Modera Wealth Management, LLC ® (“Modera”) is an SEC registered investment adviser. SEC registration does not imply any level of skill or training. Modera may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. For additional information about Modera, including its registration status, fees and services and/or a copy of our Form ADV Disclosure Brochure, please contact us or refer to the Investment Adviser Public Disclosure website (www.adviserinfo.sec.gov). A full description of the firm’s business operations and service offerings is contained in our Disclosure Brochure which appears as Part 2A of Form ADV. Please read the Disclosure Brochure carefully before you invest or send money. This video is limited to the dissemination of general information pertaining to our investment advisory services and financial planning services and general economic and market conditions that is not suitable for everyone.