Learn how to maximize tax filings and inspire generosity with new CAA legislation and charitable giving rules. Staci Brown, ECFA Compliance Team Lead and David Thoroughman, MortarStone CEO will teach us –
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New CAA Rules & Regulations
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How to Handle Charitable Gifts
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Required IRS Filings
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Tax Savings for High Capacity Gifts of Assets
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How to Inspire Generosity throughout the Year