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Tax Tips: September/October 2026
A tax-efficient way to transfer wealth As year-end approaches, you may be thinking about ways to align your estate planning…
Help Heirs Reduce Taxes on Inherited Assets
The federal gift and estate tax exemption remains at a historically high level ($15 million for 2026), meaning many families…
Maximize Retirement Contributions Before Year-End
With year-end planning underway, catch-up contributions for individuals age 50 and older who participate in employer-sponsored retirement plans can be…
Drive Year-End Tax Savings With Business Vehicles
If your business is considering replacing or upgrading its vehicles, doing so before year end may help you take advantage…