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tax reform resource center

Avoid Tax on RMDs by Giving to Charity

Thanks to the 2017 Tax Act, many taxpayers will no longer get a financial benefit from itemizing deductions starting with their 2018 tax return. That’s because the...

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Take Advantage of the New Tax Bracket Sweet Spots

In case you haven’t heard — taxes are on sale! To take advantage of that, it means that 2018 could be the year for you to consider converting a traditional IRA into a...

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Tax Reform Update: What We Know Now


As we move forward under the new tax law changes, we’re learning more about the implications. Brian Vnak comes on the show to discuss what we know now.


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How Tax Reform Will Simplify (And Complicate) Your Taxes

Editor's Note: This article was edited to provide clarity on changes to tax treatment of home equity loans.

One of the things Republican leadership promised as a part...

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QCDs: Use This Tax Strategy to Get More From 2018 RMDs

This year marks the beginning of a new era in tax planning. The newly minted GOP tax reform plan is now in effect and it’s likely that your annual tax calculations will...

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