Jeb Jarrell, CFP®, CAP®, CEPA®, MS-AFPMay 24Charitable PlanningPhilanthropic Planning: A Guide to Charitable GivingLearn about donor advised funds and qualified charitable distributions with our comprehensive guide on effective charitable planning strate
Jeb Jarrell, CFP®, CAP®, CEPA®, MS-AFPNov 9, 2021PodcastYear-End Tax Planning 2021Episode 5: Certified Financial Planner Jeb Jarrell discusses year-end tax planning. There are some changes ahead, so Jeb will offer his...