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13 IRS Audit Red Flags Every Individual Should Watch Out For
Earlier this year, the IRS announced updates to its Strategic Operating Plan , revealing a significant increase in audits over the next...
Nov 19, 2024

The Hidden Pitfalls of Beneficiary Designations
Beneficiary designations may seem like a simple way to ensure your assets go to the right people, but they can sometimes create more...
Nov 12, 2024

How to Title Assets to Protect Your Estate & Legacy
Property ownership can seem straightforward, but in reality, it carries complex implications that can ripple beyond your lifetime. How...
Nov 5, 2024

Tax-Efficient Year-End Charitable Giving Strategies
With major changes in tax law over the last few years - and an upcoming potential reduction in the gift and estate tax exemption -...
Oct 29, 2024

Your Guide to 2024 Medicare & Open Enrollment
According to recent data, almost 70% of Medicare beneficiaries didn’t review or compare plans during Medicare’s Open Enrollment Period....
Oct 22, 2024
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