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The funds may be gaining traction among older investors with significant assets, but rarely live up to their billing.December 2
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The 2017 Republican tax law approximately doubled the estate and gift tax exemption.November 25
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Despite raised thresholds, advisors can still find big itemization opportunities if they know where to look.September 27
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Those who fail to meet the cutoff face a hefty penalty that could hit as much as 25% of their dues.August 6
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Overall donations to charity organizations fell by 1.7%, while total individual giving decreased by 1.1%, the first drop since 2013.July 16
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If passed, non-spouse heirs would be required to drain assets within 10 years after the owner’s death.July 12
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Officials hope to peg capital gains to inflation before the president faces reelection.June 27
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Under new rules, small business owners can offer their workers tax-free dollars to buy health coverage.June 25
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The legislation nullifies a strategy that previously allowed heirs to stretch an inherited account's tax-deferred growth based on their life expectancy.June 11
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The rule can create significant tax savings, but in unskilled hands it can just shift the burden elsewhere.June 7
