Posts you may be interested in
Tax planning should happen all year long, not just when you are getting ready to file your tax return. An important part of tax planning is good recordkeeping.
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The new law may immediately impact your retirement, estate and wealth transfer plans.
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Eleven ways to help reduce your taxes now and in the future. Prior to the December 31 deadline, consider reviewing these options with your financial and tax advisors.
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We dig into the emotional, financial, tax, and estate planning aspects to consider when choosing a seasonal home that best meets your current and future needs.
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The federal government now offers a research and development tax credit to the business community as a reward for organizations that pursue innovation.
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Final regulations establish that individuals utilizing the current gift and estate exclusion will not be adversely impacted when the current BEA sunsets and reverts to a lower exclusion amount.
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With less than a year until the next United States presidential election, Democratic candidates are testing a variety of proposals with voters as they campaign on the primary trail, what's the potenial impact to your tax bill?
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Use of a donor advised fund can help holders of concentrated stock positions engage in charitable giving while maximizing their tax benefits.
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Learn more about how taking the emotion out of investing can lead to more opportunities and how partnering with a trusted advisor can make all the difference.
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Ways to assess if your giving is making the impact you'd like.
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