December 2024 Newsletter - Yearend Charitable Gifting, Tax Law Changes and Thelma

Happy Holidays from Collective Wealth Planning! As we close out the end of the year, we expect we're not the only one sorting through several requests from our favorite charitable organizations. Check out our checklist to help ensure you make the most of your gift: collectiveweal...
Other timely resources to explore:
Trump Tax Law Changes - 2025 and Beyond: collectiveweal...
Financial Advisors Want to Know Podcast: open.spotify.c...
Thelma: www.rottentoma...
Here are the ways you can keep up with Collective Wealth Planning between monthly missives:
Facebook: / collectivewealthplanning
LinkedIn: / collective-wealth-plan...
Website: collectiveweal...