In This Issue—Fall 2023

• 3 Strategies You Need to Know for 2023 Year-End Tax and Charitable Gift Planning
• Impact of Inflation on Tax Brackets and the Standard Deduction
• Qualified Charitable Distributions
• SECURE 2.0 and Its Impact on Your Year-End Planning
• The Return of the Estate Tax for $5.6M+ Estates
• An Invitation to Join

An Invitation to Join

Legacy for Learning Society

We invite you to join the more than 100 members of the Legacy for Learning Society, which honors alumni, family, and friends who have made a gift by naming FIU a beneficiary in their will, trust, or other planned gift. Benefits of membership include:

• Welcome gift
• Invitations to special gatherings throughout the year
• Opportunities for 1:1 updates from faculty and staff

To find out more, contact the FIU Office of Estate & Planned Giving at 305-348-7423 or planned@fiu.edu.