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A graphic illustration of a piggy bank with a speech bubble saying "Kiddie Tax?"

Financial Planning, Tax PlanningNovember 8, 2024

Navigating the Kiddie Tax: A Parent’s Guide to Capital Gains in UTMA Accounts

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Estate Planning, Financial Planning, Retirement Planning, Tax PlanningNovember 8, 2024

Turning an Inherited IRA into Long-Term Wealth: 5 Smart Reinvestment Strategies

A peson protecting an inherited IRA with a "Tax Savings" shield.

Estate Planning, Financial Planning, Retirement Planning, Tax PlanningNovember 8, 2024

Inherited IRA Distributions: A Guide to Minimizing Taxes in 2025

An advertising illustration of a business owner confidently achieving tax savings with the help of prepayment strategies and expert advice.

Accounting, Business Tax, Tax PlanningNovember 8, 2024

Prepaying Expenses: A Smart Tax Strategy for Your Business

A graphic illustration of a magnifying glass inspecting a landscape with a highlighted section labeled "Conservation Easement."

Real Estate Tax, Tax PlanningNovember 8, 2024

Navigating the Shifting Landscape of Conservation Easements: A Guide for Taxpayers

Block illustration of a hand dropping a coin into a stylized piggy bank with a heart symbol, representing a DAF and Charitable Giving.

Financial Planning, Retirement Planning, Tax PlanningNovember 8, 2024

Donor Advised Funds: Maximize Your 2024 Charitable Impact