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Charitable Giving: The Benefits of Charity That go Beyond Kindness

Charitable giving can provide many benefits, from a sense of fulfillment and community building to helping minimize taxes.

Financial Planning Tax Planning Charitable Giving Lifestyle Tax Basics Articles
Mercer Advisors
Published Apr. 17, 2024
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Further Learning

Financial Planning Article

Employer Contributions to Trump Accounts Explained 

New guidance clarifies how employers can contribute to Trump Accounts, including limits, tax treatment, and required reporting.

A couple in Washington discussing taxes
Financial Planning Article

Washington Estate Tax Rates Roll Back in 2026

Washington lowered estate tax rates for 2026. See how the change could affect your plan and the people you want to protect.

A woman with a horse
Financial Planning Article

Investing in Horses: Risks, Returns, and How to Integrate Equine Assets Into Your Wealth Plan

A practical guide to investing in horses including risks, costs, liquidity and how equine assets fit into a long-term wealth plan.

An advisor working with their client on an RIA
Financial Planning Article

What Is an RIA? What Investors Should Know

Learn what a Registered Investment Advisor (RIA) is, how RIAs are regulated, how they differ from financial advisors, and the benefits of working with a fiduciary advisor.

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