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Planning for the uncertainty around tax changes

Many advisers are telling clients to wait until the smoke clears on Capitol Hill before making major tax planning decisions. ....

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Tax proposals inside the Build Back Better Act

Advisers will be keeping their eyes on Washington, as the tax reform ground could shift again as lawmakers take up the Build Back Better bill. ....

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Clients are upping charitable giving in the wake of the pandemic

Clients are upping charitable giving in the wake of the pandemic
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