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tax reform resource center

Avoid Tax on RMDs by Giving to Charity

Tax reform has affected nearly every American tax payer in one way or another, but are you making the most of opportunities available to you now? One of the biggest...

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Is The $1.5 Billion Lottery Winner Better Off Thanks to Tax Reform?

Sometimes luck works in your favor and other times, not so much. Both extremes were on display during October as investors witnessed a 10 percent pullback in their...

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What You Need to Know About Tax Reform 2.0 and Your Wealth

Tax reform is still in the headlines, but how likely is it that changes will continue after the recent election? And how will the new tax laws impact you and your...

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Federal Tax Reform By The Numbers

The Tax Cuts and Jobs Act of 2017 made some significant changes to tax law as we knew it. Here's a by-the-numbers recap of some of the biggest adjustments. 

To learn...

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Your Tax Planning Guide for 2018 and Beyond

Brian Vnak discusses recent tax law changes and why you should prepare for a different tax preparation and planning experience than you've grown accustomed to. 


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