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Daily Archives: January 17, 2019

Charitable Planning Strategies

Tax-Efficient Charitable Planning Strategies for Executives to Know

BlogBy Infinitas TeamJanuary 17, 2019

Our goal today is not to tell you how you can make a large impact in this world by supporting charities—you already know that. But what you may not know is there are tax-efficient charitable planning strategies that can allow you to maximize your charitable impact, while benefiting your financial plan.

This communication is strictly intended for individuals residing in the states of AL, AR, AZ, CA, CO, CT, FL, GA, HI, IA, ID, IL, IN, KS, KY, MA, MD, MI, MN, MO, NC, ND, NE, NH, NJ, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, VA, WA, WI, WY. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.
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