Use These Gifting Strategies to Reduce Your Estate & Save on Taxes
Last week, Vitaly talked about the basics of gifting, including the types of gifts, how gifts are taxed, and some other important...
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Jul 9
Things You Need to Know Before Making Charitable Gifts
Making gifts is as a powerful estate planning strategy but you need to know rules and concepts to minimize taxes and avoid penalties
Jun 14
Guarding Your Legacy with Proper Estate Planning
Discover why estate planning is vital for everyone, not just the wealthy.
Apr 4
Don't Miss Out: Upcoming Q2 Tax Deadlines and Other Reminders!
Staying informed about deadlines can help you stay on track with your financial objectives and avoid any potential pitfalls.
Mar 30
How To Exceed the FDIC $250K Limit & Stay Insured
About 3-4 weeks ago, when New York Community Bank, a fairly large regional bank, reported a significant loss linked to commercial real...
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