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Tax avoidance
GOP plan to kill estate tax sets up charitable giving conflict
Most Republicans support killing the estate tax as part of a tax overhaul, but doing so could have dire consequences.
How HSAs are reshaping retirement
These plans once merely supplemented health insurance. Now they are a vital part of a broader retirement strategy.
The alternative minimum tax can cost your clients: Tax Strategy Scan
Education around these rules can prevent an increase in their tax bills.
Obamacare tax that wealthy clients have managed to avoid: Tax Strategy Scan
High-net-worth clients can side-step this Affordable Care Act tariff if they opt to place their investments in an S corporation. Here’s how.
Avoid a Roth's sting: Tax Strategy Scan
How IRA conversions can come at a steep price for clients. Plus, ways to dodge a surprise bill from the IRS.
