Guidance

RESOURCES TO HELP SHAPE YOUR FINANCIAL FUTURE

A Guide to Wiser Giving

October 7, 2014 -

Strategies for maximizing your charitable contributions


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Giving Stock to Another Person

May 1, 2014 -

What you need to know before giving assets for tax and estate planning purposes


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ATRA and Estate Taxes

January 23, 2013 -

Changes from the American Taxpayer Relief Act


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