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Join us for an evening that explores the what, why and how of charitable contributions and tax planning. An informative presentation by local wealth management specialist, John Parsons, will be followed by a period for audience questions.Topics to be covered include:
*What is required for your contribution(s) to provide a tax advantage
*The various 501(c) nonprofit categories and the ones that provide a tax advantage for donors
*How designation of all or part of your 2026 Required Minimum *Distribution might reduce your taxes. (RMDs must be withdrawn annually from a SEP or IRA account held by those age 72+.)
Please reserve a ticket for this free financial literacy presentation of the HMB-ODD Foundation, Inc.
About the Speaker:
A proud Coastside native, John William Parsons is deeply involved in the local community. He serves as head coach of the Half Moon Bay High School Boys’ Varsity Basketball team and runs a successful youth basketball program. His innovative coaching style was even featured in USA Today, and he’s been inducted into the Half Moon Bay High School Athletic Hall of Fame.
John William is also a passionate advocate for financial literacy, teaching Financial Basics courses at local high schools to empower the next generation with essential money skills.
He holds a dual degree in Accounting and Psychology from Claremont McKenna College, along with a Leadership Sequence. Outside of work, John William enjoys cooking, yoga, golf, hikes on the coast and staying active.
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Event Venue & Nearby Stays
526 Main St, Half Moon Bay, CA, United States, California 94019
Tickets
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