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Daily Archives: November 26, 2024

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  4. 26

Gifting with Purpose: Maximize the Impact of Your Gifts

Case Study, Coronavirus, Education Planning, Family Finances, Featured, TaxBy Editorial TeamNovember 26, 2024

Director of Research Nick Antonucci, CVA, CEPA, is joined by Managing Associate Jarrett McKenzie, CFP®, CWS®, and Associate Clay Norman, CFP®, to advise a couple interested in gifting money to their family members, offering efficient and beneficial ways to share their wealth.

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