Posts you may be interested in
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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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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Ways to assess if your giving is making the impact you'd like.
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Congress has proposed new regulations which would provide generous tax breaks to investors in Qualified Opportunity Funds and investors that directly operate businesses in Qualified Opportunity Zones.
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Legislation Would Increase Taxpayer Protections, Require IRS Accountability to Congress, and Modernize IRS Systems
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- Market Commentary
- Financial Planning
- Managing Taxes
- Trust & Estate Planning
As the amount of wealth that women control continues to grow, we take a look at how their approach to planning and giving is different.
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Whether you delegate tax preparation or do it yourself, you still need all the right documents in time to meet your filing deadline. Learn when to expect the most common forms and how to send them safely.
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