Podcast Interview with Wayne Zell: Discover the Charitable Pay Raise with Bill Lloyd: A Revolutionary Tax Strategy
In this episode of “Blueprint for Wealth,” host Wayne Zell interviews Bill Lloyd, a financial services expert with over 35
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Webinar: Optimizing Your ESOP
Did you miss our webinar on ESOPs? Not to worry – you can watch it here. What business owners &
Organizations to Know about for Earth Day & Beyond
In the pursuit of a sustainable future, investing in companies that prioritize environmental stewardship has become increasingly crucial. As we
Celebrating Women in Philanthropy: Inspiring Voices of Change
In honor of Women’s History Month, we celebrate the remarkable contributions of women in philanthropy. Throughout history, women have played
Celebrating Valentine’s Day with Heart: Acts of Giving and Kindness
Valentine’s Day is often associated with romantic gestures and expressions of love between partners. However, it’s also an excellent opportunity
My Financial Coach Live Podcast | Bill Lloyd and Enpo Tu
In this transcript from My Financial Coach Live, Bill Lloyd discusses strategies for mitigating taxes legally and recovering money that
Leaders in Retirement | John Norce & Bill Lloyd on Medicare in Retirement | Webinar
Watch the interview with John Norce on Medicare and how to navigate retirement given the importance Medicare plays in financial
Leaders in Philanthropy | Rick Peck | Rethinking Philanthropic Giving & Expanding Nonprofit Funding
Recording of Bill Lloyd and Rick Peck as they discuss they latest trends in philanthropy and how to expand nonprofit
The Charitable Payraise® Launches New Continuing Education Course for CPAs
Thanks to the partnership with CPEThink.com, Bill Lloyd has developed a Continuing Education Course on Charitable Contribution Deductions. The Charitable