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We also follow a cadence that helps us plan our schedule. We start the year with a session focused on budgeting and typically end the year with a webinar related to tax and charitableplanning. Those seeking professional advice may do so by consulting with a professional advisor.
Those appreciated assets can be donated directly to charity without you or the charity incurring capital gains taxes (consult your tax professional to be sure). If you have any questions or need help mapping out your CharitablePlan, set an appointment to discuss with your financial professional. Important Disclosures.
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