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Our team is committed to devoting the time and energy necessary to gain valuable insight into each client’s specific financial goals and aspirations. This allows us to utilize our knowledge and proven expertise to effectively deploy strategic tax planning and business advisory solutions that are innovative and proactive.
A Donor-advised fund is an efficient tax planning tool for high-net-worth taxpayers interested in charitable giving.
it is crucial to understand the difference between Independent Contractors and W2 earning employees.
…the SECURE Act requires all distributions to be made within ten years of death to a designated beneficiary for any account holder who passes away after December 31, 2019.
