Aprio Logo - White

REGISTER FOR THE WEBINAR

Giving Smart:

Tax-Efficient Strategies for Personal Gifting, Charitable Impact, and Legacy Planning

FRIDAY, NOVEMBER 6, 2026 | 3:00 PM ET

Align your giving with your values while maximizing tax efficiency and family impact. Join Aprio's tax and wealth specialists for a fireside chat on structuring personal gifts, charitable contributions, and estate planning as one integrated strategy—and discover how to account for anything from timing to asset selection to 2026 tax law changes.

What You'll Learn

  • Tax implications of personal gifting and charitable giving in 2026 (annual exclusions, exemption limits, upcoming law changes)

  • Multi-purpose gifting strategies that accomplish tax efficiency, wealth transfer, and philanthropic goals simultaneously

  • How to integrate gifting into your broader estate and legacy plan

  • Real-world strategies for timing and asset selection to maximize tax efficiency and impact

  • Actionable examples from high-net-worth individuals and business owners
     

Featured Speakers

Chris Davis - 2019 Main Circle

Chris Davis
Partner | Tax | Private Client Industry Leader
APRIO ADVISORY GROUP, LLC

Larry Leaf - Headshot

Larry Leaf
Partner | Tax | Estates and Trust Leader
APRIO ADVISORY GROUP, LLC

Madeleine-Batson 2

Madeleine Batson
Partner | Tax | Private Client
APRIO ADVISORY GROUP, LLC
Aprio Account for Anything Logo

“Aprio" is the brand name under which Aprio, LLP, and Aprio Advisory Group, LLC (and its subsidiaries), provide professional services. LLP and Advisory (and its subsidiaries) practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. LLP is a licensed independent CPA firm that provides attest services, and Advisory and its subsidiaries provide tax and business consulting services. Advisory and its subsidiaries are not licensed CPA firms.

Investment advisory services are offered through Aprio Wealth Management, LLC, an independent Securities and Exchange Commission Registered Investment Advisor. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities, and past performance is not indicative of future results. Investments involve risk and are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed here.

APRIO, the Aprio pentagonal pinwheel logo and “ACCOUNT FOR ANYTHING”, are registered marks of Aprio Advisory Group, LLC.  Aprio Advisory Group, LLC © 2026. All rights reserved.