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Dec 5, 20225 min read

4 Year-End Tax-Saving Strategies For 2022

Although the end of the year can be a hectic time, it is also the deadline for your family to implement a number of key tax-savings...

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Apr 25, 20226 min read

3 Reasons Why Transferring Ownership Of Your Home To Your Child Is A Bad Idea

Whether it is to qualify for Medicaid, avoid probate, or reduce your tax burden, transferring ownership of your home to your adult child...

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Mar 28, 20227 min read

7 Last-Minute Moves To Save On Your Taxes For 2021

Although many strategies to save on your income taxes must be locked in before the end of the year, there are still numerous ways you can...

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Dec 18, 20215 min read

3 Ways To Benefit By Incorporating Charitable Giving Into Your Estate Plan

You are likely aware of the tax benefits that come from donating to charity during your lifetime—donations to charity are tax-deductible....

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Dec 11, 20213 min read

Donate Appreciated Assets to Charity Instead of Selling Outright for Tax and Income Benefits Using a

The end of the year makes us all think about how we may be able to save on taxes. If you have highly appreciated assets like stock and...

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