Updated Thoughts on Charitable Giving

Well by now, your first tax return has been filed (or extended) under the rules of the Tax Cuts and Jobs Act of 2017.  As advertised, there were significant changes to itemized deductions which impacted many people.  A charitable giving strategy can be an important part of your overall tax planning.  Check out the link below for a short 2 minute video which explains the opportunity.  This opportunity is further maximized by giving away appreciated securities instead of cash.  Now is a great time to assess your giving for 2019!

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