New Year-New Planning Opportunities

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A new year brings new tax planning opportunities. One of the best is the Charitable IRA Rollover, which is now a permanent law that allows significant tax and estate planning opportunities for donors over 70 ½ years old.

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“Give it Twice” to support charity

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Are you looking for a way to help secure your family's future while making a gift to charity? It's possible to achieve these goals and enjoy valuable income and estate tax savings with a “give it twice” trust. 

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Gifting Appreciated Securities

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A contribution of long-term appreciated securities (stocks, bonds, mutual funds held for more than one year) is extremely tax-efficient and can help you maximize the power of yoru charitable giving. 

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