how long to keep tax returns
How Long Should You Keep Tax Returns?
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A lot of folks look like they're auditioning for the show Hoarders when it comes to how long to keep tax returns. Who can blame them? The IRS isn't exactly the most popular show in town.  But in reality, how...
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required minimum distributions
A Comprehensive Guide to Required Minimum Distributions
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Breaking News:  on December 20, 2019 the SECURE Act was signed into law. Among other things, this bill substantially impacts the rules surrounding Required Minimum Distributions. In the following sections you'll see the new rules summarized in red.  It's the...
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Giving Tuesday 2019
’Tis the Season for Gifting – Giving Tuesday 2019 Edition
Three simple charitable donation strategies to consider this Giving Tuesday (or before the end of the year) What better day than Giving Tuesday to re-run our charitable gifting blog from December 2018? Continue reading below to see three simple ways...
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last minute tax tips
5 Last Minute Tax Tips
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It's probably safe to say no one likes doing their taxes. For those who put off the misery of filing taxes until the absolute last second – this blog is for you! Here are some last minute tax tips to...
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charitable gifting strategies
Charitable Gifting Strategies for the End of the Year
Four charitable gifting strategies to consider before the end of the year. As we approach the holiday season, three things always seem to remain constant. One, your stress level will probably increase. Two, your impending tax bill will start to...
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