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State Charitable Solicitation Registrations and Other Filing Requirements

Did you know that states have their own laws requiring charitable organizations to register or file financial information? Most charitable organizations are aware of charitable solicitation registration requirements but may

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New Tax Tools for Giving: IRA Charity Rollover Gift Annuity

By: Cooper Melvin, CPA, JD In late 2022, Congress authorized a new tool to lower Required Minimum Distributions (“RMDs”) and increase charitable giving. Effective as of now, taxpayers over age

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