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A public ancillary fund is a structure that allows a planned approach to charitable giving.  A tax deduction is available in the year of the donation, while the giving to charities can be spread over subsequent years as an ongoing philanthropic process. The benefits of public...

In over 15 years as a financial planner, I have always made sure that I collaborate with my clients’ accountant when providing financial advice. Your financial planner and accountant don’t need to be in love and they certainly don’t need to be part of the same...