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Website title: SignatureFD - Financial Advisors in Atlanta, GA and Charlotte, NC

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The New Era of Giving: Strategic Charitable Planning Post-OBBBA9 days ago

Before the implementation of the One Big Beautiful Bill Act (OBBBA), strategic charitable planning often focused on maximizing year-end tax deductions. Today, the conversation has shifted.

While the new charitable deduction floors under OBBBA add complexity, they also create an opportunity to be more purposeful. With these changes, we encourage yo...

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Donor-Advised Funds: A Giving Tool with Strategic Benefits9 days ago

Charitable giving is often reactive and sporadic, resulting in scattered donations that don’t quite deliver the focused, purpose-driven impact we envision. But when your goal shifts from occasional giving to highly strategic philanthropy, a donor-advised fund (DAF) can become an essential planning tool.

Think of a DAF as your dedicated charitable ...

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2025 Charitable Giving Strategies13 days ago

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Your Year-End Tax Plan: The OBBBA Changes To Revisit Now35 days ago

As tax deadlines loom, there’s often a scramble to find last-minute deductions. For professionals managing complex, high-net-worth scenarios, this reactive rush can feel inefficient and disconnected from long-term financial goals. data-ccp-props="{"134233117":false,"134233118":false,"201341983":0,"335551550":1,"335551620"...

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Trick or Treat? Debunking Roth Conversion Misconceptions51 days ago

Many believe the best time for crucial tax planning is in December, but October is often the sweet spot for Roth conversions.

A Roth conversion gives you the power to pay taxes now, at a rate you can project and manage, in exchange for the potential for a lifetime of tax-free growth (if qualified). </p...

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