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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.


Let’s Get Started

Have questions? Want to learn more about how DHJJ Financial Advisors can help you with wealth management? We’d be happy to discuss your situation.

Or call us:
630 420 1360

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