November 2022 | Chicory Wealth

Consider These Four Strategies for Year-End Charitable Giving

November 8, 2022/by Jeff Audi, EA

Some tax strategies to maximize charitable intent and minimize tax exposure

Chicory Wealth Partners with Clearloop on Panola Project

November 1, 2022/by Liz McGeachy, Communications Director

We’ve officially launched our partnership with the carbon solutions platform Clearloop!

The information, analysis, and opinions expressed herein are for general and educational purposes only. Nothing contained in this commentary is intended to constitute personalized legal, tax, accounting, securities, or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type. Information obtained from third party sources are believed to be reliable but not guaranteed. It is not possible to invest directly in an index. Chicory Wealth makes no representation regarding the accuracy or completeness of information provided herein. All opinions and views constitute our judgments as of the date of writing and are subject to change at any time without notice.

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Chicory Wealth is an all-virtual company meeting with clients online. Our mailing address is:

3904 North Druid Hills Road #366 Decatur, GA 30033
404.294.5917
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