Bridget Sullivan Mermel CFP(R) CPAJan 30Understanding RMDs and QCDsIn this episode of Friends Talk Financial Planning, John and Bridget address a viewer's question, breaking down the differences between...
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...