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Philanthropic Tax Planning for Family Members and Charities

Strategies for fat and skinny cat clients.

Last month, we wrote about recent changes to charitable giving—from the Setting Every Community Up for Retirement Enhancement Act to the Coronavirus Aid, Relief, and Economic Security Act—and how to make tax-advantageous gifts that directly benefit charities now. This month, we focus on transfers benefiting both family members and charities: how to plan outright lifetime charitable gifts so that the carryover for “excess” gifts doesn’t die with the donor; charitable

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