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Whether the law changes next year or in 2025, wealthy clients can save by using the generous provisions now.November 17
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The agency announced changes to more than 60 tax provisions.October 26
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The CARES Act will play a critical role, according to Grant Thornton.October 9
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The final regulation includes guidance on the requirements needed for properties to qualify for the deduction.September 22
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Depending on the economy and the election, they could be on the chopping block as soon as 2021.August 26
Managing Director, Wealth StrategistCresset Asset Management
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Several significant changes are probably in store for next tax season.August 24
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New regulations have altered advice for Social Security, Roth conversions, tax code, estate planning and much more. Financial plans must be crafted with enough flexibility to change with the times.August 24
JD, Advanced Planning ConsultantCommonwealth Financial Network
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Here's an at-a-glance guide to the candidates' positions on individual taxes.August 5
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Major donor-advised fund providers said they’re using webinars, podcasts, social media and emails to nudge clients to give.June 12
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Strategies include utilizing charitable trusts to split benefits between multiple beneficiaries and taking advantage of donor-advised funds.May 26
