the IRS, and more to your favorite charities.
An unlikely partner in our efforts is the IRS. Our tax code allows for more tax efficient ways to give. Unfortunately, the techniques available are largely unadvertised and underutilized. With some guidance and a little planning, you can make a bigger impact.
AN EFFICIENT GIFTING STRATEGY?
BROUGHT TO YOU BY:
Thomas G. Duffy, CPA/PFS
Daisy Hom, CPA
Kristopher Lindley, CFP®
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