Sean Rutherford

What is an UTMA?
The answer, as with most financial decisions, is “it depends.”  There are many factors that may contribute to the decision of whether opening an investment account for your child may be right for you. A type of brokerage account that...
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virginia tax credits
Virginia Tax Credits
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The end of 2020 is finally here and that means it is time to start tax planning. You may now be realizing your Virginia tax liability is going to be more than you thought. Or maybe you are just looking...
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