News & Insights

Planning for the Future: 5 Business Succession Options and Their Tax Implications

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When it’s time to consider your business’s future, succession planning can protect your legacy and successfully set up the next generation of leaders or owners. Whether you’re ready to retire, […]

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The 2024 Gift Tax Return Deadline is Coming Up Soon

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If you made significant gifts to your children, grandchildren or other heirs last year, it’s important to determine whether you’re required to file a 2024 gift tax return. And in […]

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Taming the Tax Tangle if You’re Retiring Soon

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Retirement is often viewed as an opportunity to travel, spend time with family or simply enjoy the fruits of a long career. Yet the transition may bring a tangle of […]

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President Trump’s Tax Plan: What Proposals are Being Discussed in Washington?

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President Trump and the Republican Congress plan to act swiftly to make broad changes to the United States — including its federal tax system. Congress is already working on legislation […]

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Navigating the Stock Market Ahead of the 2025 Presidential Inauguration: Insights from a Certified Financial Planner

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As the 2025 U.S. presidential inauguration approaches, the political landscape is in a bit of flux. Investors are keenly watching to understand how this transition might impact the stock market […]

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