Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
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You may have heard the phrase "tax-loss harvesting." A financial professional may be able to provide some guidance.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.