Tag: charitable giving

New Rules Ahead: How to Maximize Your Charitable Impact Before the OBBBA Takes Effect

Written by Hazel Secco, CFP®, CDFA® Key Points: Last month, President Trump signed the One Big Beautiful Bill…

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Tax Season Is Over – Now the Real Planning Begins: A Month-by-Month Guide for High-Earning Women in Leadership

Written by Hazel Secco, CFP®, CDFA® Tax season may be behind us, but for high-earning women in leadership,…

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