News & Resources
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We offer big picture thinking with a small firm touch. Get insights into our approach with our latest news and financial, tax, and investment resources.
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2020 Year-End Tax Planning for Individuals
As the end of 2020 approaches, we can all agree that this year is unlike any other. The coronavir…
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Value of Charitable Gifting from an IRA Under the New Tax Law
In late 2017, Congress passed the new tax law that contained numerous changes to the then existin…
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Year-End Planning for Potential Tax Reform
As you have probably read, the Senate passed its own version of the “Tax Cuts and Jobs Act” early…
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