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Five Things to Remember as Dec. 31 Draws Near
The end of the year is upon us. To help your clients finish up this year in charitable style, here are five gentle reminders.
The Montana Endowment Tax Credit
As your clients prepare to tidy up their financial affairs for the year, they may be thinking about philanthropic goals. Consider the Montana Endowment Tax Credit to create a win-win tax scenario for your client and their favorite charity. 
Help Your Clients Make a Tax-Free Gift From Their IRA
If your client is 70½ years old or older, they can transfer up to $100,000 from their IRA RMD directly to a qualified charity without having to pay income taxes on the money.
Give the Growth – The Benefits of Stock Gifts
Give the Growth – The Benefits of Stock Gifts

Are your clients thrilled to find that their stocks and mutual funds have finally increased in value since the recession? Learn how you can advise your clients avoid capital gains and earn a valuable tax deduction.