Matt Syverson

Matt Syverson, CFP®, CAP®, CKA®
Senior Wealth Advisor at Sound Stewardship, LLC

11:00  Helping Business Owners Give Strategically with 199A Deduction/State Tax Credits [Paseo Room]

Have you heard of the Section 199A Deduction and how it affects your donors?  By now, most business owners have become familiar with this powerful deduction on their Qualified Business Income (QBI), but are realizing that not all businesses are treated alike.  Through charitable giving strategies, we have an opportunity to help business owning donors retain this valuable deduction while supporting the charities that they love.

 Learning Objectives:

  • Exploring the Section 199A Deduction for Charitable Planners.
  • How can charitable giving maximize the Qualified Business Income deduction?
  • Which business owning donors need to hear from you soon?

About Matt Syverson: Matt Syverson specializes in helping donors and advisors make an impact on their favorite charities through effective giving strategies. As Senior Wealth Advisor at Sound Stewardship, LLC, he has focused on serving generous families since 2000. Matt is a Certified Financial Planner PractitionerTM, a Chartered Advisor in Philanthropy® and Certified Kingdom Advisor®. He served on the board of the Mid-America Charitable Gift Planners from 2006-2014 and is currently the Treasurer for New Horizon Ranch. In addition, he is a Fellow with the Helzberg Entrepreneurial Mentoring Program and involved with the Unconventional Business Network.