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Ideas to help you understand tax law changes and your charitable deductions

Apr 30, 2019

Last fall we prepared a document to help people better understand charitable deductions and the tax law changes. Tax time has come and gone and people are asking what they could have done differently.

People might consider "bunching" their donations, opening a donor-advised fund or donating part of their required RMD if they are 70 1/2 years old.

Here is a document that will help explain these strategies.

We are here to help as well. You can contact us at (715)384-9029 or