Tax Planning

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    • Charity/Gifting, Tax Planning

    You Ask, We Answer: DAFs and QCDs

    November 28, 2023
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    Charity/Gifting, Tax Planning

    Choosing Between a Donor Advised Fund and Qualified Charitable Distribution

    November 21, 2023
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    Tax Planning

    Are You Overpaying ‘Uncle Sam’?

    October 10, 2023
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    Financial Planning, Tax Planning

    Massachusetts Tax Relief Bill Becomes Law

    October 5, 2023
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    Charity/Gifting, Tax Planning

    New Charitable Giving Strategies for Retirees

    September 26, 2023
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    Financial Planning, Tax Planning

    Year-Round Tax Planning

    November 15, 2022
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    Tax Planning

    IRS Tax Changes for 2023

    October 25, 2022
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    Tax Planning

    7 Ways to Maximize Your Wealth Before the End of 2021

    November 16, 2021
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    Tax Planning

    Are My Taxes Going Up: Part II

    August 17, 2021
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    Tax Planning

    This Tax Credit Is Now A Cash Refund Starting In July

    May 25, 2021
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