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Chris McMahon Featured in U.S. News & World Report

Aquinas Wealth Advisors was recently featured in U.S. News & World Report discussing ‘How to Get the Biggest Tax Refund in 2024.’“The donor-advised fund takes care of that,” President and Chief Executive, Chris McMahon shared. He further explains this saying that by creating a donor-advised fund, people can make a large initial deposit for charitable giving. That deposit can be itemized on tax returns, but then the funds can be distributed to charities over a period of years.

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