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Bridget Sullivan Mermel CFP(R) CPA
Jan 10, 2024
DAF vs QCD: The Jargon Battle
In 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) CPA
Dec 17, 2023
Maximizing Donor-Advised Funds: Advanced Techniques for Tax Planning and Charitable Giving
In 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) CPA
Dec 12, 2023
The Basics of Donor-Advised Funds: Tax Benefits and Flexible Charitable Giving Strategies
In this episode of Friends Talk Financial Planning, John and Bridget dive into the basics of Donor-Advised Funds. They discuss how these...
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