Gifting and charitable donations are often used to reduce taxable incomes and redistribute wealth within a family. Annual tax-free gifting limits reset each
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Charitable giving can be a rewarding part of many wealth management plans. Not only does it feel good to help worthy causes, your monetary or asset donations
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No one likes to see losses within their portfolio, but it can happen to even the savviest investor. Tax-loss harvesting can turn those losses into potential
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The 2017 Tax Cuts and Jobs Act (TCJA) raised the standard deduction for taxpayers to $24,000 for couples ($12,000 for singles), reducing the marginal tax
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Although it is impossible to make a prediction about the future, the fact is historically (and statistically) U.S. stock markets have not been negatively
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There’s no doubt that it feels great to help someone in need through charitable giving. There are more than 1.5 million nonprofit organizations in the