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Charitable planning post OBBBA rules

Jul 31, 2025 · 256.4 KB Download

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The piece titled "The Importance of Charitable Planning" discusses the impact of recent tax changes on charitable giving and the significance of charitable planning. It highlights the potential reduction in charitable contributions due to changes in tax deductions and estate tax exemptions. The content emphasizes the need for strategic planning to maximize the benefits of charitable giving, including the use of non-grantor trusts and other tax-efficient strategies. It also addresses the role of professional advisors in guiding donors through the

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File name: Charitable-planning-post-OBBBA.pdf

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