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Navigating a New Charitable and Tax Landscape | DHJJ Financial Skip to main content

Resetting And Responding: Navigating A New Charitable And Tax Landscape

Woman with laptop

DHJJ’s Terry Cicero spoke about the new charitable and tax landscape on a joint webinar with the DuPage Foundation and Bridge Communities called Resetting and Responding: Navigating a New Charitable and Tax Landscape. 

Watch The Video: New Charitable And Tax Landscape

Sections of interest time stamps:
0:00 to 7:04: Introduction to DuPage Foundation, Bridge Communities, and DHJJ
7:04-10:19: Overview of the presentation
10:20-19:00: SECURE Act, including changes and planning tips
19:01-23:03: CARES Act, including Required Minimum Distribution Changes and $300 “above the line” deduction for non-itemizers that give to a public charity
23:04-34:55: Tax Updates and Strategies, including Estate and Gift Tax
35:00-39:34: Charitable Giving Strategies Overview
39:35-48:43: Donor Advised Funds
48:44-51:37: Qualified Charitable Distribution
51:38-53:45: Nongrantor Charitable Lead Trust
53:45-End: Final Thoughts and Questions/Answers

How DHJJ Financial Advisors Can Help

If you have any questions on the SECURE Act, Cares Act, or utilizing Charitable Giving strategies, please contact us.

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