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News & Updates
The SECURE Act likely to affect your retirement and estate plans
Feb 10, 2020
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Tax & Estate Planning
In late 2019, the first substantial legislation related to retirement savings since 2006 became law. The Setting Every ...
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Answers to your questions about 2020 individual tax limits
Jan 28, 2020
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News
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Tax & Estate Planning
Right now, you may be more concerned about your 2019 tax bill than you are about your 2020 ...
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Help protect your personal information by filing your 2019 tax return early
Jan 14, 2020
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News
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Tax & Estate Planning
The IRS announced it is opening the 2019 individual income tax return filing season on January 27. Even ...
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4 new law changes that may affect your retirement plan
Jan 7, 2020
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News
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Tax & Estate Planning
If you save for retirement with an IRA or other plan, you’ll be interested to know that Congress ...
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Your home office expenses may be tax deductible
Dec 30, 2019
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News
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Tax & Estate Planning
Technology has made it easier to work from home so lots of people now commute each morning to ...
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Do you have a side gig? Make sure you understand your tax obligations
Dec 17, 2019
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News
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Tax & Estate Planning
The number of people engaged in the “gig” or sharing economy has grown in recent years, according to ...
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Adopting a child? Bring home tax savings with your bundle of joy
Dec 10, 2019
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News
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Tax & Estate Planning
If you’re adopting a child, or you adopted one this year, there may be significant tax benefits available ...
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3 last-minute tips that may help trim your tax bill
Dec 3, 2019
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News
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Tax & Estate Planning
If you’re starting to fret about your 2019 tax bill, there’s good news — you may still have ...
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Business year-end tax planning in a TCJA world
Oct 30, 2019
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News
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Tax & Estate Planning
The first tax-filing season under the Tax Cuts and Jobs Act (TCJA) was a time of uncertainty for ...
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IRA charitable donations are an alternative to taxable required distributions
Oct 29, 2019
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News
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Tax & Estate Planning
Are you charitably minded and have a significant amount of money in an IRA? If you’re age 70½ ...
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It’s not too late to trim your 2019 tax bill
Oct 25, 2019
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News
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Tax & Estate Planning
Fall is in the air and that means it’s time to turn your attention to year-end tax planning. ...
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Watch out for tax-related scams
Oct 8, 2019
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News
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Tax & Estate Planning
“Thousands of people have lost millions of dollars and their personal information to tax scams,” according to the ...
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