As an estate planning, tax, or wealth advisor, you play a critical role in helping your clients maximize the impact of charitable giving while also optimizing tax benefits. Unfortunately, a
Charitable giving is always an important strategy to discuss with your clients. Many high net worth individuals are philanthropic, of course, and charitable gifts reduce taxable income and avoid estate
Wondering how to start a conversation about charitable giving with your clients? Learn how Reneta Thurairatnam CFP, CTFA First Vice President, Sr. Wealth Advisor at Lake City Bank Wealth Advisory
