It's September, and year-end financial, tax, and charitable planning discussions between professional advisors and their clients are happening, or will be happening very soon! What is your client's planning outlook for the rest of 2021, and as we enter 2022? What questions are they asking? Do they have concerns about some of the new tax legislation that's being discussed in Washington right now? How will changes affect their financial planning? And what type of legacy do they want to live by and leave to their kids? Join me and episode guest Aalok Shah, CFP and Principal Advisor at Harbour Investments in Portland OR and Edmonds, WA as we explore these questions and more. Aalok and I will chat about how and why he discusses charitable giving options with his clients. He'll tell us a few stories and share examples of how and why he helps clients incorporate charitable goals in their financial, tax and estate planning. We'll also hear about the advice he's providing his clients in light of possible changes that may be made to federal tax laws, how capital gains is treated, and strategies for mitigating tax burdens especially as we close in on the end of 2021. Join us for this latest episode of "Looking Forward. Giving Back."!