Our weekly roundup of tax-related investment strategies and news your clients may be thinking about.
'Tis the season for charitable giving: 5 tips for savvy donors As the holiday giving season gets underway, advisers can help clients better understand the practical benefits of making charitable donations before the end of the calendar year, according to the Orlando Sentinel. Clients can use the checklist in this story to ensure they are making donations properly. For example, are their donations going to IRS-registered organizations? -- The Orlando Sentinel
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