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    • S. CRAIG STONE II, J.D., CFP®
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Day: December 29, 2023

December 29, 2023

How proactive planning helped a successful entrepreneur sell his business, leave a meaningful legacy and generate big tax savings


by jordanastevian@gmail.com

Blog
Rene Salgado

December 29, 2023

Rethinking Philanthropic Priorities During Downturns


by Randy Fox

Blog

December 29, 2023

WealthManagement.com: Don’t Hesitate to Bring Up Charitable Giving in This Market


by Randy Fox

Blog

December 29, 2023

WealthManagement.com: Stretching Your Clients’ Charitable Dollars


by Randy Fox

Blog

December 29, 2023

WealthManagement.com: Hasty Year-End Planning Can Have Lasting Consequences


by Randy Fox

Blog
Michael King

December 29, 2023

Interview with Michael King on S-Corp Stock Gifts


by Randy Fox

Blog

December 29, 2023

WealthManagement.com: Goodwill Hunting When Selling a Business


by Randy Fox

Blog
Yale Levey

December 29, 2023

Creating a Gateway for Good


by Randy Fox

Blog

December 29, 2023

WealthManagement.com: The Advantages of Gifting Non-Cash Assets


by Randy Fox

Blog

December 29, 2023

WealthManagement.com: Personality Traits Aren’t the Only Factors That Impact Giving


by Randy Fox

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