Tax-Smart Giving with Jacob Citron and Henry Korenblum

Practical Strategies for Tax Planning and Impact

Beth Tzedec is pleased to welcome Jacob Citron, Founder of Citron Insurance, and Henry Korenblum, VP, Sales & Tax Planning at Oberon Capital Corporation, for an engaging and practical seminar on smart approaches to charitable giving and financial planning.

Topics covered will include:

• Tax-efficient ways to donate, including appreciated securities,
• Strategies for individuals, families and business owners,
• Wealth transfer planning: preparing for future giving,
• Aligning your charitable goals with your overall financial plan, and
• Advanced giving tools, including corporate structures and flow-through shares.

Whether you’re looking to give more, plan ahead or simply be more thoughtful about your finances, this session will provide clear, practical insights you can use.

Light breakfast sponsored by Oberon Capital.

There is no charge, but pre-registration is required. To register, click HERE.