Download a complete guide to applying tax legislation to charitable giving & estate planning
What you can expect from this guide
As a result of the complex changes to the tax code in the United States, there is much to consider in determining the impact tax legislation will have on each of us with regard to charitable giving and estate planning. This guide is ideal for those who want to better understand how tax laws can affect the decisions they make within these financial areas.
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Trevor B. Schwartz, CFP®
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Raymond James does not provide tax services. Please discuss these matters with the appropriate professional.