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What Issues Should I Consider When Establishing My Charitable Giving Strategy?

July 7, 2023 Gifting Strategies Tax Planning

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Southshore Financial Planning LLC

1600 E 8th Ave., Ste. A200
Tampa, FL 33605

hello@southshorefp.com

Phone: (813) 406-0544
Fax: (855) 949-3718

Additional Meeting Location

200 Central Ave.

St. Petersburg, FL 33701

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Southshore Financial Planning LLC (“Southshore Financial Planning”, “Southshore”) is a registered investment advisor offering advisory services in the State of Florida and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by Southshore Financial in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

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