Observations

Looking Out for Your Financial Future

This article was written in collaboration with Gene Gard. One positive result of the turbulence of 2020 is that tax benefits for charitable giving

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Federal estate tax planning isn’t something that everyone needs to worry about, but that could change over the next few years. Because federal gift

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My Favorite Tax Savings Structures, Part Two

Federal estate tax planning isn’t something that everyone needs to worry about, but that could change over the next few years. Because federal gift

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Almost everyone wants to save money on their federal taxes, but that is difficult to achieve, and there are no silver bullets. Our tax

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My Favorite Tax Savings Structures, Part One

Almost everyone wants to save money on their federal taxes, but that is difficult to achieve, and there are no silver bullets. Our tax

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We prepared this letter about a new law affecting retirement planning, called the SECURE Act, to go out in the first quarter of 2020.

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Will the SECURE Act Change Your Retirement Planning?

We prepared this letter about a new law affecting retirement planning, called the SECURE Act, to go out in the first quarter of 2020.

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