Maximizing Your Year-End Charitable Strategies
Please join us December 14 at 11 a.m. EST in for a special virtual presentation by Gina Polk ’83, CPA to learn more about maximizing your year-end charitable strategies.
With its many financial challenges and considerations, 2021 is an optimal time to reexamine your approach to year-end financial planning, especially as it relates to charitable giving.
The right strategies can not only help your charitable gifts go further, but may also result in tax savings and other benefits for you and your family.
Join Utica College alumna and Certified Public Accountant Gina Polk '83 as she guides fellow Pioneers and friends through effective strategies for maximizing your charitable giving in a live virtual event.
Tune in to learn more about:
- Supporting Utica College through tax-advantaged giving
- Satisfying Required Minimum Distributions (RMDs) through charitable gifts
- The potential tax benefits of gifting highly appreciated assets
- … and more.
If you want to maximize your charitable impact while being financially prudent and efficient, please consider using the IRA qualified charitable distribution (QCD) this year when you support the educational mission of Utica College and other organizations most important to you and join us December 14 to learn more about maximizing your year-end charitable strategies.
Gina Polk, CPA / RENE
Gina began her CPA career in 1987 by working as an auditor and tax accountant for regional and local firms in Texas and Colorado. She has served as a personal CPA and business advisor for ultra high net worth clients and was the senior property management accountant for a global oil and gas company for 12 years. In 2018, she earned her Real Estate license and founded the Messari Group, Ltd., a Colorado CPA firm serving clients and investors in the Real Estate industry. Being a CPA and a Realtor allows Gina to assist investors and private clients in the creation of Real Estate portfolios. Her expertise can contribute to the purchase of a home or the transfer of investment properties using a 1031 exchange. Gina provides her clients with tax planning strategies to navigate the complicated real estate tax code. Her clients range from the AirBnB startup to high net worth real estate portfolios’ needing specialized property management accounting.