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A block illustration showing the transfer of assets from a joint brokerage account to an individual account, with the term "Joint Brokerage Account" highlighted.

Estate Planning, Financial Planning, Tax Planning, Wealth ManagementNovember 10, 2024

Understanding the Tax Implications of Transferring Joint Brokerage Accounts

A stylized piggy bank overflowing with coins, representing tax savings through charitable giving.

Financial Planning, Tax Planning, Wealth ManagementNovember 4, 2024

Unlocking Tax Savings: A High-Income Earner’s Guide to Charitable Giving

A shield protecting people, with the words "Strategic Modesty."

Asset Protection, Financial Planning, Tax Planning, Wealth ManagementOctober 31, 2024

Strategic Modesty: A CPA’s Guide to Mindful Wealth Management