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Tax Planning

Important Information About Taxes in a Gray Divorce

Navigating the Tax Maze of Gray Divorce: What You Need to Know Divorce settlements are...

Inheritance Made Easy: The Process of Passing Down Assets

Navigating the Complexities of Inheritance and Estate Planning Inheritance, as defined by the average person...

Should You Consider a Roth Conversion Before the Election?

"Strategic Roth Conversions: Tax-Savvy Moves Amidst Political Uncertainty" Investors are preparing for potential policy changes...

Avoid These Seven Financial Mistakes During Divorce

Navigating the Financial Terrain of Divorce: Common Pitfalls to Avoid Divorce is a significant life...

Possible Consequences of Taxing Unrealized Capital Gains

Navigating Vice President Harris' Proposed Unrealized Capital Gains Tax: What Investors Need to Know Vice...

Reducing Your Capital Gains Tax: Five Strategies to Implement

Strategies to Minimize the Impact of Proposed Capital Gains Tax Hikes Vice President Kamala Harris...

How to Turn Your Tax Bill into a Refund: Steps to Take Today

Navigating the Tax Season: Tips for Getting Out of the Owe Category and into...

Reform of Election May Impact Opportunity Zones and 1031 Exchanges

Navigating the Election: The Future of Tax Deferral Strategies in Real Estate Investing As we...

Is It Time to Update Your Estate Plan Before the Election?

Navigating Estate Planning Before the Election: What You Need to Know The upcoming election could...

This Trust Strategy Can Significantly Reduce Your Tax Burden

"Maximizing Tax Savings Through Upstream Basis Planning in Trusts and LLCs" Upstream basis planning is...

Considering a Donor-Advised Fund for Retirement: When is the Right Time?

"Maximizing Impact: Leveraging a Donor-Advised Fund for Charitable Giving" Charitable giving is often associated with...

Feeling overwhelmed by RMDs? Your solution is here.

"Decoding Deferred Taxes: A Guide to Required Minimum Distributions in Retirement" RMDs, or required minimum...

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Troubleshooting 401(k) Catch-Up Contributions for 2024

Navigating the Confusion: Understanding the Changes to Retirement Account Rules Under the SECURE 2.0...

Important Information About Taxes in a Gray Divorce

Navigating the Tax Maze of Gray Divorce: What You Need to Know Divorce settlements are...

The Five Essential Areas to Prioritize in Retirement Planning

Navigating Retirement: The TIMLI™ Retirement Plan for a Smooth Golden Years As retirement approaches, many...