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Speaking Engagement Recap
Overview
Private client partner Lisa Presser and associate Brian Balduzzi presented a webinar for ParkBridge Wealth Management titled “Qualified Charitable Distributions: Rules, Opportunities, and Tax Traps for 2026 and Beyond.”
Presser and Balduzzi discussed the rules and requirements for qualified charitable distributions (QCD), highlighted the tax advantages and potential pitfalls, and shared the best practices for advising clients on making QCDs in a timely and efficient manner.
