We’re breaking down Hilltop’s Year-End Tax Planning Checklist! Chris provides 3 potentially tax-saving ideas from the Charitable Giving section. Get your free copy of the full checklist here: https://lnkd.in/ey6jF5gG
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Discover how you can help your clients make a more significant impact while also reducing their tax bill. Explore the benefits of strategic charitable giving today! Learn more: https://zurl.co/bd12 #CharitableGiving #TaxStrategy #FinancialGoals #Taxes
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Fielding questions on potential tax advantages of charitable giving from your clients? Help them make the most with their giving with answers to these seven common charitable tax deduction questions.
How to receive a charitable tax deduction
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Fuel your charitable giving with tax efficiency at CPR Wealth Management. Our personalized strategies amplify your impact while minimizing tax burdens. #CharitableGiving #TaxEfficiency 🤝💼 #AmericanTaxAndPlanningServices
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Fuel your charitable giving with tax efficiency at CPR Wealth Management. Our personalized strategies amplify your impact while minimizing tax burdens. #CharitableGiving #TaxEfficiency 🤝💼 #AmericanTaxAndPlanningServices
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The end of 2024 is quickly approaching! Is your planning on track? Our new whitepaper presents a number of strategies to consider as you review your income tax, wealth transfer and charitable giving planning this fall.
2024 Year-End Planning Strategies
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It's hard to believe fall is upon us and we're quickly heading into the end of the year ... 2025 will be here before we know it. Need a quick reminder of some of the planning strategies one should review before year-end? Our new whitepaper presents a number of strategies to consider as you review your income tax, wealth transfer and charitable giving planning this fall.
2024 Year-End Planning Strategies
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Partner, Advocate, and Trusted Advisor for the Small Business Owner and Individual, Estate and Trust Services Practice Group Leader
Get ahead on taxes! Consider these midyear tips to lower your 2024 bill. From charitable giving to managing investments, maximize savings now. #TaxPlanning
7 Midyear Tax Planning Tips for Individuals
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When filing my taxes, I like to ensure my charitable efforts align with my tax strategy. Here's five planning ideas that might work for your clients: https://bit.ly/3VUxVxE
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Get ahead on taxes! Consider these midyear tips to lower your 2024 bill. From charitable giving to managing investments, maximize savings now. #TaxPlanning
7 Midyear Tax Planning Tips for Individuals
