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In this episode, Kristina Schnuckel and Heather Deaton break down how recent changes under the OBBBA legislation are reshaping charitable giving strategies. Whether you're a seasoned donor or just beginning to explore philanthropy, they'll guide you through what's changed, what still works, and how to align your giving with your financial goals.
EIG Founder and Senior Wealth Advisor, Karen Ellenbecker discusses tax planning and changes to the tax laws to know about for this upcoming year...
Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, talks with Kevin Spellman, Director of Investment Management at UWM, who outlines the pros and cons...