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June 2025 Newsletter

Published: Your June Content. Gifting Business Interests.
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May 2025 Newsletter

Published: Your May Content. A note from Joe, the five w's (and one h) of CRTS, and making the move from private foundations.
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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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