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Catch-Up Retirement Plan Contributions Can be Particularly Advantageous Post-TCJA
Will you be age 50 or older on December 31? Are you still working? Are you already contributing to your 401(k) plan...
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year end
Mutual Funds: Handle with Care at Year End
As we approach the end of 2018, it’s a good idea to review the mutual fund holdings in your taxable accounts and...
Challenging Tax Environment
Taxpayers and their advisers engaged in year-end tax planning for 2015 are challenged by the uncertain fate of “extender legislation.” In previous years,...
In Honor of National Philanthropic Day (November 15th 2014)…
Have you considered charitable giving as a tax planning strategy for 2014? It's that time of year again! As we enter into...
