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Year-End Tax Planning Tips for Individuals

With year end fast approaching, it’s time to consider tax planning moves that may lower taxes for the 2022 tax year — and possibly set you up for tax savings in future years as well.  The good news is that it… Read more »

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Year-End Estate Planning Tips for 2020

Most people aren’t currently exposed to the federal estate tax, thanks to the generous unified federal estate and gift tax exemptions. However, there are still good reasons to review your estate plan and possibly update it to reflect the current federal estate and… Read more »

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