Category: Tax

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  How do I avoid paying gift tax?

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  Does a Qualified Charitable Distribution (QCD) reduce taxable income?

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  Tax Efficiency in Retirement: Making Your Money Work Harder

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  Best Strategies for Reducing RMDs

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  Estate Tax Law Changes Coming in 2026

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  Year-End Tax Moves: Planning Ahead for a Stress-Free Tax Season with Jordan Sute Norton, CPA

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  IRS Delays SECURE Act 2.0 Mandatory Roth Catch-up Rule

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  How does a Charitable Trust work?

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  Can a donor-advised fund reduce taxable income?

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  2023 Tax Credits You Should Know About

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  Pitfalls of Living Rich but Not Building Wealth

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  I’ve inherited money, now what?

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