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Income splitting is a tax reduction strategy employed by couples or families to redistribute income among family members, reducing their overall tax liability and optimizing...

A well-conceived charitable giving strategy can help individuals with philanthropic desires maximize their giving capacity by targeting specific tax breaks offered through the tax code....

Navigating the divorce process is one of life’s most difficult chapters, incurring both an emotional and financial toll. It’s common to have dozens of questions,...

Trusts play a critical role in estate and retirement planning by making it easier to pass down assets, minimizing your tax burden, and offering more...

With the recent election, you may have sent money to support your candidate or cause of choice. With tax season now upon us, you may...

Losing a loved one is an emotional and challenging time, often accompanied by the daunting task of managing their affairs. This checklist is designed to...

If you’re a high-income earner, the IRS may try to prevent you from using a cornerstone retirement vehicle: the Roth IRA.  Luckily, there are at...

A tax-free retirement account (TFRA) can help you reliably reach your financial goals by providing you with tax-advantaged investment gains and retirement income. These accounts...

Wills have been the cornerstone of estate planning for centuries as the primary vehicle for dictating how assets are distributed after death. However, while wills...

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