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Charitable Giving Surges as Donor-Advised Funds Gain Appeal for Tax Advantages and Flexibility

Despite economic pressures weighing on Americans, charitable giving remains robust. According to a recent report by Fidelity Charitable, the organization issued nearly $12 billion in grants through its donor-advised fund ....

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5 Tax And Estate Planning Changes And Opportunities For The New Year - Sales Taxes: VAT, GST

From 2020 to 2023, there was a high degree of uncertainty in the future of tax and estate planning. With significant elections and mixed predictions, estate and tax advisors demonstrated. ....

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3 Rules to Follow if You Want a Financially Secure Retirement

Achieving financial security in retirement is possible, but you'll want to be sure you aren't breaking these cardinal rules. ....

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Majority of plan sponsors concerned future retirees will run out of money

Majority of plan sponsors concerned future retirees will run out of money
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Tax Talk Made Simple: a Useful Guide to Tax Lingo and Strategies

Tax Talk Made Simple: a Useful Guide to Tax Lingo and Strategies
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