Tag: tax benefits
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Smart Giving Strategies for the Well-Seasoned Over 70½: Maximize Tax Benefits with Qualified Charitable Distributions (QCDs)
What You Will Learn This article explores how those over the age of 70½ have tools to strategically maximize their charitable giving while reducing taxes....
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Brace for Change: Navigating the 2025 Tax Law Sunset and Its Impact on Your Wealth
What You Will Learn: The looming 2025 expiration of the Tax Cuts and Jobs Act (TCJA) could significantly alter the tax benefits many taxpayers currently...
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Advanced Estate Planning Tactics for Wealthy Individuals and Families
Estate planning should be a high priority for every individual and family, especially if you have accumulated substantial wealth. Estate planning in St. George, Utah,...
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A Guide to Choosing the Ideal Charitable Giving Account
Welcome to our latest blog post. We’ll be exploring the world of charitable giving accounts and how they can help you become a more strategic,...
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