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Ed Slott: Tax Planning for 2025 and Beyond

The Long View

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Strategic Charitable Giving and Tax Planning

This chapter explores effective tax strategies regarding charitable giving, particularly through IRAs, to maximize tax benefits and optimize estate planning. It discusses innovative approaches such as 'bunching' contributions, the implications of upcoming tax law changes, and the significance of the current federal estate tax exemption. Additionally, it provides a comprehensive overview of various gifting strategies that can aid high-net-worth individuals in wealth transfer while minimizing tax liabilities.

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