It's a New Year—Are You Looking to Save Money?

Are You Planning for Your Future? Let Us Help:

There are a number of charitable plans that can help you save on taxes this year and secure your financial future. You can receive a charitable deduction by making a gift of your low-performing CDs, stocks, bonds, or even cash. We can also accept your appreciated assets like real estate or a business interest and help you sell these tax-free. If you are looking for income now or in the future, there are also a number of ways we can help you generate tax savings and provide you with a stream of income for life. All of these gifts help you and our Jewish community.


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