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December 9, 2022

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CPAs: 3 Ways Direct Indexing Can Help Your Clients Level Up Their Charitable Gifting

Direct indexing is an investment strategy that can help your clients take charitable gifting to the next level, potentially offsetting gains and reducing tax liabilities in ways that improve their after-tax performance—and possibly even lead to better outcomes for the charity or recipient. Using direct indexing for charitable gifting (and for other things, too) is […]