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Charitable Giving

Tax Update and a Checklist for Year-End Planning

Looking to year-end The holidays are always hectic, but consider carving out some time for year-end financial matters. A number of questions about proposed changes in the tax code have come my way. As the Build Back Better  Act winds its way through Congress, (https://www.schwab.com/resource-center/insights/content/congress-drops-most-individual-tax-increases-revised-economic-package) many early proposals… Read More »Tax Update and a Checklist for Year-End Planning