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Before your clients give a donation to their favorite charity, make sure they're not surprised by unexpected limitations on their charitable deductions.
Making a charitable donation is one of the few risk-free ways for clients to minimize their income tax bill. But understanding the IRS limitations is critical to getting them the relief they deserve.
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The AI-Powered Financial Advisor
Begins June 18, 2025
Develop Your Medicare Strategy
With Elaine Floyd, CFP® and Sean M. Bailey
July 14–16, 2025