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Los Angeles

Juan Ros, CFP®, Quoted in On Charitable Giving Tax Breaks

Juan Ros, CFP®, financial advisor with Forum Financial Management, LP in Thousand Oaks, California, was quoted in a article discussing charitable giving tax breaks, in anticipation of Giving Tuesday on November 29. The article can be accessed here: In Juan's advisory practice, he specializes in advanced charitable strategies for his clients, particularly business owners and high-net-worth families, who place a value on giving back to causes they hold dear.
Nov 29, 2022