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Creating a private foundation can help your affluent clients pursue their philanthropic goals, minimize their tax bills, and keep their assets on your book.
Private foundations can prove an optimal solution for a high-net-worth client intent on pursuing charitable goals while reducing his tax bills. Here's an overview of four basic alternatives.
A private foundation can be an elegant solution for clients with charitable inclinations and big tax bills.
Before your clients give a donation to their favorite charity, make sure they're not surprised by unexpected limitations on their charitable deductions.
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The AI-Powered Financial Advisor
Begins June 18, 2025
Develop Your Medicare Strategy
With Elaine Floyd, CFP® and Sean M. Bailey
July 14–16, 2025