Evon dives into the tax benefits of charitable giving and tax planning strategies to consider to make the most of your charitable donations.
Have questions on anything discussed or want to have topics or questions featured on the show? Send Evon an email at evon@optometrywealth.com.
Check out www.optometrywealth.com to get to know more about Evon, his financial planning firm Optometry Wealth Advisors, and how he helps ODs nationwide. From there, you can schedule a short Intro call to share what’s on your mind and learn how Evon helps ODs master their cash flow, build their net worth, and plan purposefully around their money and their practices.
Resources mentioned in the show:
- The Optometry Money Podcast Ep. 34: Five Levers to Control Capital Gains on Your Tax Return
- IRS Tax Exempt Organization Search
The Optometry Money Podcast is dedicated to helping optometrists make better decisions around their money, careers, and practices. The show is hosted by Evon Mendrin, CFP®, CSLP®, owner of Optometry Wealth Advisors.
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Optometry Wealth Advisors LLC
Optometry Wealth Advisors LLC