You've been through it all before, right?
As the end of the year approaches, you have become quite adept at making clever
moves that reduce your taxes and position you for better results in the coming
year. Even so, there may be another strategy or two that could make your results
even better.
Some of your best opportunities to fine-tune your tax picture come in the form
of charitable planning strategies. You may be familiar with many of these, but
others may be new options you have not considered.
The Office of Gift Planning is pleased to offer a special booklet – Top Ten
Year-End Tax Planning Questions and Answers – to help you sharpen your year-end
planning acumen. We invite you to take our year-end planning quiz to reinforce
your planning prowess and to introduce you to some ideas you may find useful.
To request a copy of Top Ten Year-End Tax Planning Questions and Answers, send
your name and address in an email message to GiftPlanning@union.edu. We'll
send a copy out ASAP.