Tag: Charitable Contributions

Ask a Tax Expert: 7 Questions Investors Should Ask Their Advisors

As we approach April 15, it is quite possible taxes are on investors’ minds. If you are working with a fee-only or fee-based financial advisor,...

How Charitable Giving can be a Powerful Estate Planning Vehicle

Approximately 70% of Americans make charitable contributions during the year.  Most of the contributions are done in the month of December.  Often the contributions are...

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