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Contact: Brian East, CFP®This article discusses how a donor-advised fund might be used to time charitable contributions for tax purposes or to gift appreciated assets.
Discover how a 2022 IRS tax reporting change could affect people who are self-employed or whose side job pays through an app or online platform.
Telehealth skyrocketed during the COVID-19 pandemic and continues to be popular. This article looks at the potential benefits of virtual health care.
Probate can result in added expenses and delays when settling an estate. Read about four ways to avoid the probate process.
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
This calculator can help you determine whether you should consider converting to a Roth IRA.
Use this calculator to determine whether you qualify for the different types of IRAs.