2021 CARES Act Giving
Now that we are approaching the end of 2021, have you made the most of your charitable giving to take advantage of a few changes under the CARES Act?
CARES Act
The CARES Act opened the door to generous provisions for donors to take advantage of tax benefits for charitable giving specific to 2021.
covid-19 relief package
As we approach the end of the year, it’s a good idea to review the mutual fund holdings in your taxable accounts and take steps to avoid potential tax traps.

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