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April 2025 Newsletter

Published: Your April Content. A note from Joe, weighing your clients' options, charitable gift annuities, and trust matters.
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March 2025 Newsletter

Published: Your March Content. A note from Joe, tax changes and the potential effects on philanthropy, and generational shifts.
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February 2025 Newsletter

Published: Your February Content. A note from Joe, tax time scenarios, and the love for local giving.
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Top 10 Planning Strategies for 2025

Published: Gulf Coast's top 10 planning strategies for 2025 developed to meet your clients' needs.
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January 2025 Newsletter

Published: Your January Content. A note from Joe, top 10 planning strategies for 2025, the legislative menu and charitable giving, and the positive effects of charitable giving.
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December Newsletter

Published: Your December Content. A note from Joe, testamentary IRA planning, Q&As on QCDs, and your charitable planning cheat sheet.
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November Newsletter

Published: Your November Content. A note from Joe, three insights to consider, the election and philanthropy, and navigating multiple charitable strategies.
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