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GENERAL TIPS
FAMILY OFFICES & HIGH NET WORTH FAMILIES TIPS
If you’re interested in investing in tax-free municipal bonds, you may wonder if they’re really free of taxes. While the…
How high can you jump? To claim a deduction for medical expenses on your personal tax return, you have to…
The recently enacted Inflation Reduction Act of 2022 contains several new environmental-related tax credits that are of interest to individuals…
High-income taxpayers face two special taxes — a 3.8% net investment income tax (NIIT) and a 0.9% additional Medicare tax…
Have you been contacted by a charity that pulls on your heartstrings and persuades you to open your wallet? There…
Many people wonder how they can save taxes by transferring assets into their children’s names. This tax strategy is called…