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Bunching Charitable Donations Can be a Win-Win
Two rules in the Tax Cuts & Jobs Act affect your ability to deduct...
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Exploring Charitable Strategies with San Diego Estate Planners
Learn why it’s important for estate planners to understand the Uniform Prudent Management of...
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RMDs vs. QCDs – Which is Best for Your Charitable Giving?
Director, Gift Planning Advisor Leslie Klein explains why San Diegans who must take a...
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