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We often hear people say, “I used to (fill in the blank), and someday I’d like to do it again.” What is that for you?

Did you know you can give charitably from your IRA? Charitable giving is an important priority for many of our clients, and one of their planning goals. Since the approval of the 2017 federal tax changes, many have been concerned that their giving would no longer reduce their tax burden. Several strategies to reduce taxes with charitable giving are still available but they require smart planning...