There will always be reasons to be charitable. But, if your client is looking to claim a deduction, be sure she follows the rules.
A view from the audience at Heckerling: Part 1.
A soon to be married millennial advisor shares what he's learned from clients in financially dysfunctional marriages.
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Feb 11, 2019
View the full video and learn about the current opportunities our experts see one year in under the new tax law.
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Feb 11, 2019
Changes in the federal tax laws have provided a renewed focus on state income taxes and strategies available to minimize these taxes - view the full video.
Just as with routine physicals, a “well visit” can identify opportunity.
The items this year are of particular interest to charities and their donors.
Reevaluating past donations and setting goals for the future are key.
Belinda Neumann-Donnelly asks court to sell off 60 works in new saga of an ugly estate battle.