Year-End Tax-Smart Strategies to Maximize Charitable Impact

by | Oct 6, 2021 | In The News

Published October, 2021 by Financial Planning Association

Charitable giving is a prudent and well-established strategy in year-end financial planning. Despite the ongoing coronavirus pandemic (COVID-19) uncertainty and challenges that have carried over from 2020 to 2021, the environment remains favorable for high-impact, tax-smart philanthropy during the upcoming holiday season.