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FA Whitepapers

 

October 2018

 

Qualified Charitable Distributions You Can Manage
 

While many clients benefit from reduced tax rates and expanded tax brackets under the new tax laws, many will elect not to itemize this year, opting for the higher standard deduction. This white paper outlines charitable giving strategies that take advantage of the higher standard deduction while also avoiding taxes on RMDs for senior clients (donors). And you manage the investments!

 

Qualified Charitable Distributions You Can Manage
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