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Charitable Contribution Documentation Reference Guides

Check out our two new reference guides created to help you navigate documentation requirements to ensure your charitable contributions are tax deductible.
2019 Tax Reference Sheet

CONNECTING QUARTERLY: 4TH QUARTER 2018

10 Healthy Financial Habits

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Server Maintenance
This weekend we will be performing maintenance on our server. As a result, our team will not have access to their email beginning this Friday evening through tomorrow (Saturday) afternoon. If you have an urgent matter during this time, please contact a member of your engagement team.