High-Net-Worth Charitable Giving Strategies Under the New Tax Act
Nov 5, 2018
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By Debra Taylor, CPA/PFS, JD, CDFA
Charitable strategies available to high-net-worth clients range from intermediate to very complex. Financial advisors should be aware of the full range of options so they can start a conversation with clients, particularly those who recently have experienced a significant liquidity event, like inheritance or property sale.