Optimizing Tax Benefits Through Planned Giving
from The Prime Investors Playbook Hosted by APO Financial
In this episode Scott, John, and Jeff discuss charitable gifting as a tax strategy, selling appreciated assets with charitable planning, and planned giving for high net worth families.
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How long is this episode of The Prime Investors Playbook?
This episode is 55 minutes long.
When was this The Prime Investors Playbook episode published?
This episode was published on March 22, 2025.
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