Support Charlotte County with a Gift
Your clients can keep the County thriving with a current or legacy gift while taking advantage of numerous tax and financial benefits.
December 13, 2024
Lucy Lindstrom finished college and headed west. She started as a financial analyst with a large company in Seattle. After...
December 13, 2024
Read about the latest tax and legal developments relevant to charitable giving along with savvy living tips, personal planning and more.
December 1, 2024
For individuals at various stages of their careers, retirement planning is an important topic of interest. For those who are...
December 13, 2024
Decedent passed away and was survived by Spouse. Under Sec. 6018(a), Decedent’s estate (Estate) was not required to file Form...
