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EP24: Tax Planning with Qualified Charitable Distributions – 9.14.22

TAX PLANNING WITH QUALIFIED CHARITABLE DISTRIBUTIONS
FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS

with Sandy Hornor, CEPS
Managing Director, Wealth Management
& Executive Manager, BWFA

and special guest
Tyler Kluge, CFP®, CPWA®, CDFA®, CEPS
Financial Planner, BWFA