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07.18.18

VIEWpoint Issue 2 | 2018

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Tax Cuts and Jobs Act – Highlights of What is Ahead for You...

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VIEWpoint Issue 3 | 2017

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Is The Clock Ticking on Valuation Discounts?

09.29.16
On August 4, 2016, the Treasury Department and the Internal Revenue Service (IRS) issued proposed regulations addressing the valuation of certain business interests for federal estate, gift and generation-skipping tax purposes. Set to drastically cha...
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NEW RESOURCE: 2016 Estate Planning Guide

09.20.16
When you hear the phrase “estate planning,” the first thought that comes to mind may be taxes. But estate planning is about more than just reducing taxes. It’s about ensuring your assets are distributed according to your wishes and your loved o...
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Tax Impact of Investor vs. Trader Status

09.13.16
If you invest, whether you’re considered an investor or a trader can have a significant impact on your tax bill. Do you know the difference? Investors Most people who trade stocks are classified as investors for tax purposes. This means any net gai...
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