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Raneen Raad, CPA®, Tax Manager, and Senior Tax Advisor at Wealth Enhancement, was featured by GoBankingRates in the article, “4 Ways To Get the Most from Trump’s Below-the-Line Tax Deductions.
10/8/2025
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This financial wellness quarterly newsletter contains a market and economic snapshot, along with informational articles on a variety of financial planning and financial wellness topics.
9/30/2025
Blog
Explore the key changes in the 2025 One Big, Beautiful Bill (OBBB) tax law—including permanent tax cuts, expanded deductions, estate tax updates, bonus depreciation, and more.
7/7/2025
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Although only 0.07% of U.S. taxpayers will pay any estate tax, those subject to paying the tax face challenges around how to best fund the looming obligations for liquidity.
6/25/2025
Blog
Learn smart strategies for paying taxes in retirement, including how a one-time tax withholding distribution from your IRA can simplify your tax process, reduce penalties, and potentially boost earnings. Get expert financial planning tips today.
6/9/2025
Blog
Thinking about front-loading your 401(k) contributions? Discover the pros, cons, and key considerations like market timing, dollar-cost averaging, and employer match rules to optimize your retirement strategy.
4/16/2025
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The 2024 presidential election resulted in a decisive victory for former and now incoming President Trump, an outcome anticipated to significantly influence fiscal policy and, in turn, the municipal bond market, particularly regarding trade and tax policy implications.
3/14/2025
Blog
Tax scams are on the rise, with cybercriminals using AI and phishing tactics to steal personal data. Learn how to protect yourself from fraud, identity theft, and unqualified tax preparers this tax season.
1/31/2025
Blog
Prepare for tax season with smart year-end tax planning strategies. Learn how to reduce your tax bill, maximize deductions, and align your finances for 2025 with expert-backed tips.
12/2/2024
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With Labor Day behind us, we're in the final stretch of the 2024 presidential election race
11/27/2024