Review the checklist below for potential strategies to consider, and work with your wealth management team to take action prior to the December 31 deadline.
To download the PDF, click here.
- December 1, 2023:
Recommended date to initiate gifts of qualified, appreciated stock or wire transfers.
- December 1, 2023:
Recommended date to initiate an IRA Charitable Rollover.
- December 31, 2023:
The last day charitable contributions can be made and be tax deductible for 2023.
Talk to your wealth, tax and legal advisors about any 2023 changes to your net worth.
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