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Monday February 19, 2018

News

Gifts of Cash
Personal Planner
Many people use their annual gift exclusion as part of an overall estate...
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Tax Filing Season Opens Door to New Scam
Washington News
As the tax filing season moves into high gear, tax scammers continue to...
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Income Tax Filing Requirements for Retirees
Savvy Living
What are the IRS income tax filing requirements for seniors this year? I...
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Does your legacy reflect your heart?
We can help.

Support the causes you care most about while also realizing your financial goals