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Adapting Longstanding Tools to Possible Changes

Continue helping clients achieve their charitable goals.

Insofar as philanthropic planning is concerned, 2016 was a year for debate on the future of charitable income tax incentives and the tax ramifications for private foundations, donor-advised funds (DAFs) and other charitable planning vehicles.

During the lengthy presidential campaign, the major candidates proposed a number of tax reform plans that would serve to make charitable giving more or less attractive, depending on one’s income level, the amount and nature of their itemize

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TAGS: Philanthropy
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