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Day: December 2, 2024

2025 Tax Planning: Considerations and Opportunities

As we move into 2025, the key tax question is the future of the 2017 Tax Cuts and Jobs Act (TCJA), which introduced significant changes to the tax code with provisions set to expire at

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December 2, 2024
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Latest News

6 Mid-Year Planning Tips to Get Ahead of Capital Gains Taxes

Is It Time to Worry About the National Debt?

5 Reasons to Review Your Variable Universal Life Policy Every Year

Fed Rate Policy Update: Are Cuts on the Horizon?

Will vs. Trust: Which Best Protects Your Wealth and Legacy?

Is It Time for Investors to Rethink Global Diversification?

How a Financial Advisor Can Help During Market Volatility

Investment Lessons from Recent Market Volatility

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