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7 Smart Strategies for Year-End Tax Planning and Charitable Giving in 2023

This free guide shares tax and charitable giving strategies to help with your year-end planning and discusses:

  • Tax law changes that may affect your estate planning
  • Tips to take advantage of tax deductions available to you
  • Three tax-efficient ways to make a charitable gift using your IRA
  • Smart tactics to plan for possible changes in the estate tax

 


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