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More than $37 billion flowed into tax-sheltered donor-advised funds in 2018, according to a new report.
November 13 -
Despite raised thresholds, advisors can still find big itemization opportunities if they know where to look.
September 27 -
“The more ties you cut, the better — auditors like to see a moving van and an itemized list of what was moved,” one lawyer says.
March 5 -
The following tips may help clients minimize their liability.
December 14 -
Clients are willing to pay more for tax advice, but they’re still not getting it.
October 24 -
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But the benefits are not evenly distributed among taxpayers.
September 20Shidler College of Business, University of Hawaii at Manoa -
Helping clients navigate the complexities of tax reform is even more of a priority.
September 18Napier Financial -
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Helping clients navigate the complexities of tax reform is even more of a priority.
September 14Napier Financial