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Charitable Giving & Changes to Tax Law

As 2018 winds down, many of us are turning our attention to end-of-year planning and getting our financial houses in order. This year brings changes to how charitable giving and nonprofit activity will impact individual tax returns. Most notably, the Tax…

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Change the World with Charitable Giving

Attention Financial Planners and Investment Advisors! Did you know we’re in the midst of the largest transfer of wealth in history? This presents an immense opportunity for you, as financial planners, to have a tremendous impact on your community. If…

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