
September 5, 2023
Keep your eye on clients’ appreciated stock – always
Such a difference a year makes – maybe? By August 2022, markets were down 12% for the year and inflation was up 8.3% year-over-year. Perhaps consequently, but then unknown, annual charitable giving was on its way to a rare (fourth time in 40 years) year-over year decline of some 4% according to Giving USA. Certainly […]
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