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Is a Donor-Advised Fund for Charitable Giving a Good Fit?

A donor-advised fund (DAF) is a charitable giving account that can play a valuable role in a charitable giving strategy—popular for its tax efficiency, flexibility, and simplicity. This resource can help you determine if a DAF could be worth considering as a useful addition to your overall …

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How to Build a Succession Plan for Your Business

Watch this webinar hosted by Carson’s Managing Partner of Wealth Solutions, Jamie Hopkins, and Managing Director of Mergers and Acquisitions, Jason Carver, to learn more about how to build a succession plan for your business.

Leveraging the Right Life Insurance for Your Situation

Watch this webinar hosted by Carson’s Managing Partner of Wealth Solutions, Jamie Hopkins, and Vice President of Insurance, Matt Lewis, to learn more about leveraging the right life insurance for your situation.

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