Happy Tuesday! Keeping track of your charitable contributions is essential! Not only does it help you stay organized for tax purposes, but it also allows you to reflect on the impact you're making in your community. #TaxTipTuesday #CPAAdvice #Philanthropy #charitablecontributions
Evans Sternau CPA’s Post
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ICYM: Are you passionate about giving back to your community or supporting specific causes? A charitable trust can allow you to support your philanthropic goals while offering potential tax benefits. At Sage Legacy Law LLP, we can structure your trust to align with your values and ensure your generosity leaves a lasting impact. Reach out to us to see how we can incorporate charitable giving into your estate plan. #CharitableGiving #Trusts #Philanthropy #SageLegacyLaw
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Today is Giving Tuesday: A Day to Give Back As we approach the end of the year, let's take a moment to reflect on our blessings and give back to those in need. Your charitable contributions can make a significant impact. We can help you explore tax-efficient ways to give back. #GivingTuesday #CharitableGiving #FinancialAdvisor #Philanthropy #Doylestown
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Chief Wealth Manager of a 40+ Year Wealth Management Firm Headquartered in the Hub of Innovation #WealthManagement #financialplanning #financialadvice
Potential changes to the lifetime exemption are prompting many to reevaluate their charitable giving strategies. Check out our blog on Charitable Giving Strategies, offering a range of options from simple to complex. Whether you're interested in maximizing your impact or navigating tax-efficient giving, this post provides valuable insights to help you plan effectively. Read our full blog here: https://lnkd.in/g8bSAHuR #CharitableGiving #TaxEfficientGiving #EstatePlanning #Philanthropy #WealthManagement #FinancialPlanning
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Potential changes to the lifetime exemption are prompting many to reevaluate their charitable giving strategies. Check out our blog on Charitable Giving Strategies, offering a range of options from simple to complex. Whether you're interested in maximizing your impact or navigating tax-efficient giving, this post provides valuable insights to help you plan effectively. Read our full blog here: https://lnkd.in/gfw4S5Au #CharitableGiving #TaxEfficientGiving #EstatePlanning #Philanthropy #WealthManagement #FinancialPlanning
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Potential changes to the lifetime exemption are prompting many to reevaluate their charitable giving strategies. Check out our blog on Charitable Giving Strategies, offering a range of options from simple to complex. Whether you're interested in maximizing your impact or navigating tax-efficient giving, this post provides valuable insights to help you plan effectively. Read our full blog here: https://lnkd.in/gr5kUduw #CharitableGiving #TaxEfficientGiving #EstatePlanning #Philanthropy #WealthManagement #FinancialPlanning
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Today is Giving Tuesday: A Day to Give Back As we approach the end of the year, let's take a moment to reflect on our blessings and give back to those in need. Your charitable contributions can make a significant impact. We can help you explore tax-efficient ways to give back. #GivingTuesday #CharitableGiving #FinancialAdvisor #Philanthropy #Doylestown
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We ensure we get the right monies to the right people at the right time giving your families peace of mind.
Charitable Giving: Share the Spirit of Christmas 🌍 This Christmas, consider making a lasting impact. Incorporating charitable giving into your estate plan is a beautiful way to support the causes you care about while reducing inheritance tax. It’s the season of generosity—why not ensure your legacy reflects your values? 🎁 Let’s explore how to make your giving go further. #CharitableGiving #LegacyPlanning #EstatePlanningUK #ChristmasSpirit #Philanthropy
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CEO of a 40+ Year Wealth Management Firm Headquartered in the Hub of Innovation
Potential changes to the lifetime exemption are prompting many to reevaluate their charitable giving strategies. Check out our blog on Charitable Giving Strategies, offering a range of options from simple to complex. Whether you're interested in maximizing your impact or navigating tax-efficient giving, this post provides valuable insights to help you plan effectively. Read our full blog here: https://lnkd.in/grkU2TF4 #CharitableGiving #TaxEfficientGiving #EstatePlanning #Philanthropy #WealthManagement #FinancialPlanning
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🫶 Planning to make a lasting impact? Including charitable giving in your estate plan allows you to support the causes you care about long after you're gone. It’s a meaningful way to leave a legacy of generosity while potentially receiving tax benefits. #CharitableGiving #philanthropy #EstatePlanning
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Planning for the future is about more than securing your own legacy—it’s also an opportunity to make a lasting impact through charitable giving. At Rossway Swan, we help clients incorporate charitable donations into their estate plans, enabling them to support causes close to their hearts while achieving financial and tax benefits. With thoughtful planning, your estate can continue to contribute to the community and the values you cherish long after your lifetime. Our estate planning team, including Michael Swan and Ryan Cook, works closely with clients to create customized strategies that align with both their personal and philanthropic goals. We help you maximize the positive impact of your legacy, ensuring that your contributions are meaningful and enduring. Let Rossway Swan guide you in leaving a legacy that makes a difference. #EstatePlanning #CharitableGiving #LegacyPlanning #LeaveALegacy #RosswaySwan #Philanthropy #EstateLaw #PlannedGiving #TrustsAndEstates #FinancialPlanning #CommunityImpact #GiveBack #TrustAttorney #WillPlanning #LastingImpact
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