Events
Upcoming Events
November 4, 2026
11:00a - 12:00p
Online Webinar
Give Smarter: Tax-Efficient Charitable Giving
Learn how the asset you give, the account it comes from, and the timing of your gift can affect its tax impact. This complimentary one-hour webinar covers appreciated stock, QCDs, bunching strategies, and practical year-end steps to help your generosity go further. Educational only, not individualized tax, legal, or investment advice. Strait & Sound Wealth Management LLC is a registered investment adviser; registration does not imply any specific level of skill or training.
Educational only. This information does not constitute tax, legal, or investment advice, and it is not a recommendation tailored to your specific situation. Examples are hypothetical and for illustration only — your own outcome will depend on your circumstances. Please consult your own CPA, tax advisor, or attorney before acting on anything discussed. Strait & Sound Wealth Management LLC is a registered investment adviser; registration does not imply any specific level of skill or training. RSVP or attendance does not create an advisory relationship with our firm.
Past Events
October 9, 2025
4:13p - 5:13p
https://straitandsound.zoom.us/j/88648174418?pwd=bL2y1sooXRMKaRtsQp9dOaJaCirbZi.1&from=addon