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Wednesday, August 21, 2019

Most Popular Strategies from New Tax Code: Qualified Charitable Distributions (QCD’s) Part 2 of 3 In part 1 of this 3-part series we spoke about how great Roth Conversions are under the new tax code and why now is a fantastic...

 

Wednesday, August 7, 2019

Part 1 of 3 We are well into the second half of the year in 2019 which means it is time to start thinking about what year end planning needs to be done. There are some VERY popular strategies that have come from the new tax code but...