Bridget Sullivan Mermel CFP(R) CPAJan 10DAF vs QCD: The Jargon BattleIn this episode, John and Bridget discuss all things Donor Advised Funds (DAFs) and Qualified Charitable Distributions (QCDs) and how to...
Bridget Sullivan Mermel CFP(R) CPADec 17, 2023Maximizing Donor-Advised Funds: Advanced Techniques for Tax Planning and Charitable GivingIn this episode of FTFP, John and Bridget dive into the advanced strategies of using donor-advised funds for charitable giving and tax...
Bridget Sullivan Mermel CFP(R) CPADec 12, 2023The Basics of Donor-Advised Funds: Tax Benefits and Flexible Charitable Giving StrategiesIn this episode of Friends Talk Financial Planning, John and Bridget dive into the basics of Donor-Advised Funds. They discuss how these...
