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Resources

Articles

SALT Deduction Expansion: What It Means for 2025–2029

Read More about SALT Deduction Expansion: What It Means for 2025–2029

Do You Need an Estate Plan Check Up?

Read More about Do You Need an Estate Plan Check Up?

How Good Are You at Managing Your Money? A Practical Guide to Money Management

Read More about How Good Are You at Managing Your Money? A Practical Guide to Money Management

Strategic & Tax-Smart Advice for Women in Philanthropic Leadership

Read More about Strategic & Tax-Smart Advice for Women in Philanthropic Leadership

One Big Beautiful Bill Act: Impact on Estate and Gift Taxes

Read More about One Big Beautiful Bill Act: Impact on Estate and Gift Taxes

Charitable Giving and the One Big Beautiful Bill: Why 2025 Might Be the Year to Act

Read More about Charitable Giving and the One Big Beautiful Bill: Why 2025 Might Be the Year to Act

Business Succession Planning: Keeping Profits Intact Across Generations

Read More about Business Succession Planning: Keeping Profits Intact Across Generations

The “One Big Beautiful Bill” Signed Into Law—Major Tax and Policy Changes Now Official

Read More about The “One Big Beautiful Bill” Signed Into Law—Major Tax and Policy Changes Now Official

Maximizing Business Meal Deductions: Clearing Up the 50% vs. 100% Confusion

Read More about Maximizing Business Meal Deductions: Clearing Up the 50% vs. 100% Confusion
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