June 2025 Professional Advisors Newsletter Trending Topics 1

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Thank you to so many of you who have reached out recently with questions about how pending tax legislation might impact the charitable planning strategies you recommend to your clients. The SRCCF team keeps a close eye on legislative developments related to philanthropy and we are always here as a sounding board for you and other attorneys, CPAs, and financial advisors.

Our latest update addresses these potential tax law changes, and we’re also covering two important, tried-and-true charitable planning strategies.

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