In This Issue—Fall 2023

• Decades-Long History at RUSH Copley Leads to Generous Gift
• 3 Strategies You Need to Know for 2023 Year-End Tax and Charitable Gift Planning
• Impact of Inflation on Tax Brackets and the Standard Deduction
• Qualified Charitable Distributions
• SECURE 2.0 and Its Impact on Your Year-End Planning
• It’s a Great Time to Consider a Charitable Gift Annuity
• It’s Time to Update Your Estate Plan

3 Strategies You Need to Know for 2023 Year-End Tax and Charitable Gift Planning

An important activity that receives little attention amid the hustle and bustle of the holiday season is diligently reviewing your financial situation to minimize your taxes and make a gift that matters to you. In this newsletter, we discuss three strategies that can help.

For additional strategies, request our guide, 7 Smart Strategies for Year-End Tax Planning and Charitable Giving in 2023.