It’s not too early for spring cleaning: Make this the year to help clients get organized
If you’re already dreading asking your clients to pull together their receipts and other documents for 2022 tax filings, this may be a good time to take proactive steps to avoid being in this same spot next year. When it comes to charitable giving, your clients may find that organizing their giving through one or […]
Client conversations: Why your 2023 agenda must include charitable giving
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