2020 Charitable Gift Planning Strategies

Posted on October 26, 2020
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Jacob William Advisory’s Founding Partner and Wealth Advisor, Dan Morrison, and Associate Partner and Wealth Advisor, Christina Hester Snyder, offer key insights and strategies for charitable giving during our on-demand webinar, “Charitable Gift Planning Strategies for 2020.”

This seminars not intended to provide specific legal, tax, or other professional
advice. For a comprehensive review of your personal situation, always consult with a tax or legal advisor.

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