charitable giving

Maximizing the Tax Benefits of Charitable Giving

Tax Planning, Trust & Estate Planning, Wealth Management / By Annrose Isaac CPA, CFP®, MBA

Recent changes in income tax laws have made it even more important for you to be strategic with your charitable giving during the year so that you can maximize tax benefits while supporting your favorite charities. As you contemplate gifts to your favorite charities in 2020, keep in mind that strategizing early in the year …

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