Broker Check

Tax Planning Videos

Summit Financial Advisors
Who We Help
Who We Help — OverviewApproaching RetirementDivorced or WidowedReceiving an Inheritance
What We Do
Retirement PlanningInvestment ManagementTax PlanningProtection & InsuranceEstate & Legacy
Our Approach
How We Serve YouStart a Conversation
About Us
Our StoryMeet the TeamWhy Choose a CFP?
Resources
Upcoming Seminars & WebinarsRecorded WorkshopsEducational VideosTax Planning Videos
Schedule a Consultation

Tax planning perspectives

A thoughtful view
of taxes and wealth.

Explore two planning topics from the Summit video archive—and start a conversation about how they fit within your broader financial plan.

Educational VideosTax Planning VideosRecorded WorkshopsUpcoming Events

These are archived educational recordings. Eligibility rules and tax treatment depend on your circumstances and may have changed since recording. Review current requirements with your tax professional before taking action.

Put perspective into practice

Your questions.
A more personal conversation.

Explore how these topics connect with your wealth, your family and the life you want to live.

Schedule a Complimentary Consultation →

Qualified Charitable Distributions - How to save on taxes!


Over age 70 1/2 and donate to charity? This video is for you! With the standard deduction where it is , many retirees are not itemizing, thus not being able to benefit tax wise on charitable donations. If you donate to charity, are over 70 ½ and not benefiting tax wise, Here’s something to consider: Donate what you normally would, but instead of taking it from your bank or non retirement account, donate it from your pre tax retirement or IRA account. Why? You can save on taxes.