See the latest roadmap on wealth planning strategies for charitable donations, insurance, charity and more.
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As donors and their tax advisors report 2023 charitable gifts, they should ensure compliance with the substantiation requirements to avoid questions about, and possible disallowance of, their charitable deductions.
With the news of King Charles' cancer diagnosis, we re-present this episode exploring how estate plans work when there are international heirs involved.
Black History Month is a great time to commit to becoming more actively engaged with new and existing Black clients by understanding their specific needs and providing personalized guidance.
