Track Your 2023 Tax Plan with Our Giving Roadmap

As we wrap up and review the 2022 tax season to begin planning for the year ahead, many individuals and professional advisors are actively assessing how financial activities from 2022 affected deductions and returns.

Establish the most effective strategies for leveraging philanthropy in your 2023 tax plan with our giving roadmap. You’ll be able to establish goals, track success throughout the year, and review charitable activity to better plan for future tax seasons.

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