Your Resource Blog

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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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Your Need to Know for Year-End Giving

Published: Head into the end of the year knowing important dates, tips for year-end giving, and how to help your clients maximize their impact for 2024.
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September Newsletter

Published: Your September Content. A note from Joe, trends to watch, and gifts of stock and estate planning
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August Newsletter

Published: Your August Content. A note from Joe, Make-A-Will month, counseling your charitable clients on identifying their why, and passing wealth to children.
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