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Articles related to

Taxes

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    Navigate to 529 Plans, Trump Accounts And Saving For College Early
    Tax News You Can Use

    529 Plans, Trump Accounts And Saving For College Early

    Learn about the benefits of 529 Plans and Trump Accounts

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    Navigate to The Fine Print: Income Limitations for Common Deductions
    Tax News You Can Use

    The Fine Print: Income Limitations for Common Deductions

    Understand the qualifications for common deductions.

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    Navigate to Health Savings Accounts: Tax-Free Times Three
    Tax News You Can Use

    Health Savings Accounts: Tax-Free Times Three

    Learn about the key tax benefits of Health Savings Accounts.

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    Navigate to A New Tax Landscape: Your Questions Answered
    Trends & Strategies

    A New Tax Landscape: Your Questions Answered

    Explore answers to the most pressing client questions

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    Navigate to The Art And Science Of Like-Kind Exchanges
    Tax News You Can Use

    The Art And Science Of Like-Kind Exchanges

    Like-kind exchanges can defer gain on the sale of property.

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    Navigate to Beyond Sunset: Tax Planning for the One Big Beautiful Bill
    Trends & Strategies

    Beyond Sunset: Tax Planning for the One Big Beautiful Bill

    Read our insights for individuals, businesses and donors.

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    Navigate to U.S. Tax On Gifts And Bequests From Expatriates
    Tax News You Can Use

    U.S. Tax On Gifts And Bequests From Expatriates

    Learn about the regulations governing the transfer tax.

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    Navigate to The Opportunity in Qualified Opportunity Funds
    Tax News You Can Use

    The Opportunity in Qualified Opportunity Funds

    Understand the potential tax benefits for investors.

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    Navigate to The Benefits of a Roth IRA Conversion
    Tax News You Can Use

    The Benefits of a Roth IRA Conversion

    Understand the advantages of tax diversification.

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    Navigate to Planning For Year 10 Under SECURE
    Tax News You Can Use

    Planning For Year 10 Under SECURE

    Review the implications of the 10-year rule.

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    Navigate to A New Tax Credit For Illinois Donors
    Tax News You Can Use

    A New Tax Credit For Illinois Donors

    Learn about ways to claim the new Illinois tax credit.

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    Navigate to You Can’t Take It (All) With You: The U.S. Exit Tax
    Tax News You Can Use

    You Can’t Take It (All) With You: The U.S. Exit Tax

    The exit tax may apply to U.S. taxpayers who relocate.

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    Navigate to Inherited IRAs and the IRD Deduction
    Tax News You Can Use

    Inherited IRAs and the IRD Deduction

    Consider the rules for deductions of estate taxes paid.

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    Navigate to Six Wealth Planning Strategies for Volatile Markets
    Markets

    Six Wealth Planning Strategies for Volatile Markets

    Periods of stress present significant opportunities for optimizing your plan.

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    Navigate to Gone with the wind: Deducting Casualty Losses
    Tax News You Can Use

    Gone with the wind: Deducting Casualty Losses

    Learn how to get tax relief for personal casualty losses.

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    Navigate to Tax-Loss Harvesting: A Silver Lining Tactic
    Tax News You Can Use

    Tax-Loss Harvesting: A Silver Lining Tactic

    Learn how tax-loss harvesting can reduce your tax bill.

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    Navigate to The Tax Benefits of Charitable Contributions of Artwork
    Tax News You Can Use

    The Tax Benefits of Charitable Contributions of Artwork

    Understand criteria used to determine charitable deductions.

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    Navigate to Focus on Washington: How Does Tax Law Get Made?
    Tax News You Can Use

    Focus on Washington: How Does Tax Law Get Made?

    Learn how taxation and spending are managed by Congress.

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    Navigate to Is Now the Time to Convert Your Retirement Account to a Roth?
    Tax News You Can Use

    Is Now the Time to Convert Your Retirement Account to a Roth?

    Learn about which situations favor a Roth conversion.

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    Navigate to Update to Corporate Transparency Act BOI Reporting Rules
    Tax News You Can Use

    Update to Corporate Transparency Act BOI Reporting Rules

    Learn about revisions to the CTA BOI reporting requirements.

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    Navigate to Tax Issues that May Arise in Divorce and Separation
    Tax News You Can Use

    Tax Issues that May Arise in Divorce and Separation

    Consider significant tax issues that may arise in divorce.

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    Navigate to New Rules for Spouses Electing to Split Gifts
    Tax News You Can Use

    New Rules for Spouses Electing to Split Gifts

    Understand the new rules for making split gift elections.

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    Navigate to Plan for the Future of Your Art Collection
    The Art of Collecting

    Plan for the Future of Your Art Collection

    Understand the financial implications of transferring your collection to family or charity.

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    Navigate to 529 Plans and the Case for Saving for College Early
    Tax News You Can Use

    529 Plans and the Case for Saving for College Early

    Learn how 529 plans can be a great tool for college savings.

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    Navigate to The Power of Early: The Annual Gift Tax Exclusion
    Trends & Strategies

    The Power of Early: The Annual Gift Tax Exclusion

    Maximize the benefits of the annual gift tax exclusion.

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    Navigate to LPs, LLCs, Ltds and Incs: Tax Consequences of Entity Choice
    Tax News You Can Use

    LPs, LLCs, Ltds and Incs: Tax Consequences of Entity Choice

    Discover the tax implications of various entity types.

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    Navigate to Decedent’s Children as Retirement Account Beneficiaries
    Tax News You Can Use

    Decedent’s Children as Retirement Account Beneficiaries

    Learn how to structure optimal beneficiary designations.

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    Navigate to Ring Out the Old Year: 2024 Year-End Tax Planning
    Tax News You Can Use

    Ring Out the Old Year: 2024 Year-End Tax Planning

    Review last minute tax planning strategies for 2024.

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    Navigate to Gift Planning Flexibility with SLATs SPATs and DAPTs
    Tax News You Can Use

    Gift Planning Flexibility with SLATs SPATs and DAPTs

    Build versatility into your estate planning today.

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    Navigate to SEP and SIMPLE Retirement Plans for Small Employers
    Tax News You Can Use

    SEP and SIMPLE Retirement Plans for Small Employers

    Explore plan options that offer choice and flexibility.

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    Navigate to Options for a Spouse as Beneficiary of a Retirement Account
    Tax News You Can Use

    Options for a Spouse as Beneficiary of a Retirement Account

    Learn about the options available to spousal beneficiaries.

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    Navigate to Managing Liquidity with Split-Dollar Life Insurance
    Tax News You Can Use

    Managing Liquidity with Split-Dollar Life Insurance

    Discover the benefits of split-dollar arrangements.

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    Navigate to IRS Grants Extensions of Time for Taxpayers in Declared Disaster Areas
    Tax News You Can Use

    IRS Grants Extensions of Time for Taxpayers in Declared Disaster Areas

    Review for a list of impacted states.

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    Navigate to What Do We Know About Vice President Harris’ Tax Proposals?
    Tax News You Can Use

    What Do We Know About Vice President Harris’ Tax Proposals?

    Harris’ past policy positions may inform current proposals.

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    Navigate to What Do We Know About Vice President Harris’ Tax Proposals?
    Election 2024

    What Do We Know About Vice President Harris’ Tax Proposals?

    Harris’ past policy positions may inform current proposals.

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    Navigate to §6166 Deferral and Other Tools for the Illiquid Estate
    Tax News You Can Use

    §6166 Deferral and Other Tools for the Illiquid Estate

    Learn ways to reduce the liquidity burden from estate taxes.

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    Navigate to New RMD rules issued by the IRS
    Tax News You Can Use

    New RMD rules issued by the IRS

    We now have certainty on RMDs for inherited accounts.

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    Navigate to Trust Income Tax and the Mysterious DNI Deduction
    For Advisors

    Trust Income Tax and the Mysterious DNI Deduction

    Insights into complex issues surrounding the taxation of trusts.

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    Navigate to Mega-Backdoor Roth Conversions: Supercharge Retirement
    For Advisors

    Mega-Backdoor Roth Conversions: Supercharge Retirement

    Maximize your client’s savings with these considerations.

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    Navigate to The Expiring Exemption: Is Chicken Little Right?
    For Advisors

    The Expiring Exemption: Is Chicken Little Right?

    What could the expiring exemption really mean for taxpayers?

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    Navigate to How to Reduce Your Audit Risks
    Trends & Strategies

    How to Reduce Your Audit Risks

    Best practices for reducing the likelihood of audit, and how to be prepared in the event of one.

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    Navigate to The Entrepreneur's Trust
    Money Masterclass

    The Entrepreneur's Trust

    Will your wealth plan encourage your children’s entrepreneurial spirit or foster complacency?

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    Navigate to Preparing for Potential State Wealth Taxes
    Trends & Strategies

    Preparing for Potential State Wealth Taxes

    Understand wealth planning strategies to prepare for potential new state taxes on wealth.

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    Navigate to Funding Education: Know Your Options
    Money Masterclass

    Funding Education: Know Your Options

    Explore your options for funding education.

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    Navigate to To Roth or Not to Roth?
    Trends & Strategies

    To Roth or Not to Roth?

    Learn why it may be an advantageous time to convert your retirement savings to a Roth IRA.

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    Navigate to Year-End Planning: Challenging Assumptions
    Trends & Strategies

    Year-End Planning: Challenging Assumptions

    Experts share strategies to prepare for the new year.

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    Navigate to Preparing for IPO-Generated Wealth:Your Questions Answered
    Trends & Strategies

    Preparing for IPO-Generated Wealth:Your Questions Answered

    Learn how your company’s IPO may affect your financial plan.

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    Navigate to 2021 Wealth Planning Symposium: Advisor Benchmarking Report
    For Advisors

    2021 Wealth Planning Symposium: Advisor Benchmarking Report

    Professional advisors share insights on key themes transforming the wealth planning landscape.

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