Please note: The information provided here is not intended to be relied upon in lieu of tax or legal advice. Consult with a tax advisor or attorney for information related to your specific situation. Underlying assumptions and data were developed based on the tax code as of 1/1/2021. The results of this calculations do not consider:

 

  • the treatment of any state, local, foreign or alternative minimum taxes

  • phase-out rules for charitable deductions

  • charitable deduction limitations based on adjusted gross income

 

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