We’d love for you to join us for Lunch & Learn and an easy-to-follow discussion on:

Qualified Charitable Donations vs. RMDs, Idaho Medical Savings Accounts, and Other Random Tax Tips

We’ll talk about ways to:

• Use Qualified Charitable Donations (QCDs) to give strategically
• Take advantage of Idaho’s Medical Savings Account
• Explore other creative tax-efficient planning ideas for 2026

Make your retirement distributions and charitable giving work smarter for you!

Invite Friends and Family:
Know someone who might benefit from this topic? Be helpful and invite them to join you as your guest!

We look forward to seeing you on zoom for this don’t miss event!