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Recent Insights
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WEBINAR REPLAY: Unpacking ‘One Big Beautiful Bill’ and Your Finances
The political landscape is shifting, and with it comes a sweeping set of proposed tax changes known as the “One Big Beautiful Bill” that could have meaningful impacts…
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The Mega-Donor Mindset: Strategies to Maximize Your Philanthropic Impact
While we don’t all have billions of dollars to give away, the mindset and strategies of billionaire philanthropists like Melinda French Gates and MacKenzie Scott can be adopted…