Charitable Planning

Charitable Contribution Strategies Under the New Tax Law

The itemized deduction for charitable contributions may have less income…
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Interview with Caroline Savory, Expert Appraiser

Ed Jastrem, Director of Financial Planning at Heritage Financial Services,…
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Qualified Charitable Contributions to Reduce Taxes on RMD’s

If you are charitably inclined, have an IRA, and are…
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How to tell if your charity is legitimate

The IRS recently warned consumers of possible fake charity scams…
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