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Tax Planning, Giving & Charitable Planning Mike Heatwole, CFP®, AWMA® Tax Planning, Giving & Charitable Planning Mike Heatwole, CFP®, AWMA®

4 Tax-Savvy Charitable Giving Strategies At Year-End

Year-end charitable giving can be both impactful and tax-efficient. Discover four tax-savvy strategies, including donating long-term appreciated assets, bunching donations, using donor-advised funds, and making qualified charitable distributions to reduce taxes while supporting your favorite causes.

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