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Tax Planning
Five Tax Planning Opportunities
Reducing your tax bill is an important financial planning goal. Here are five evergreen strategies for shrinking the amount of
Read more.Save More For Retirement With Your Health Savings Account
As you plan for retirement, consider using one of the best options for building tax-advantaged savings – a Health Savings
Read more.Make the Most of the 2018 Tax Law Changes
A year ago, Congress enacted significant changes to the U.S. tax code, which took effect on Jan. 1, 2018. One
Read more.Gifting to avoid taxes? You might not need to.
Many people know that giving away assets before your death can protect your heirs from paying estate taxes, which can
Read more.Social Security Strategies
Social Security benefits are an important factor in retirement planning. Unfortunately, many Americans start collecting their payments too early, potentially
Read more.The “Tax Cuts and Jobs Act” What to Expect from Recent Changes to the Tax Code
On December 22, 2017 the “Tax Cuts and Jobs Act” was signed into law. In general, it lowers tax rates,
Read more.Charitable Gift Fund FAQs
A Charitable Gift Fund (CGF) is a great way to manage donations to your favorite causes while optimizing your tax
Read more.Tax Considerations For Nonresident Aliens Working in the U.S.
U.S citizens, permanent residents (green card holders) and individuals who pass the substantial presence test (183 days over a 3-year
Read more.Tax Considerations for U.S. Citizens Working or Living Abroad
American citizens and green card holders (lawful permanent residents) who live abroad, or earn income from foreign sources, face unique
Read more.Financial Impacts of Divorce
Just as marriage can have a major impact on a person’s financial situation, so too can a divorce. The end
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