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Cryptocurrency and Tax Law
December 5, 2023
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It is important to keep all of your records if you invest in cryptocurrencies. If you are audited by the IRS, they will check your
It’s Gifting Season!!
December 5, 2023
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If you are someone who is worried about the government inheriting your money when you die via estate taxes, do not forget to gift before
Let Us Help You Start the New Year Right!
December 5, 2023
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It can be a very daunting task to complete one’s estate plan. Life gets very busy, and the Holidays are hectic. However, it is very
SECURE 2.0 Act: How It Affects You and Your Retirement Account Beneficiaries
October 26, 2023
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On December 29, 2022, President Biden signed the Setting Every Community Up for Retirement Enhancement 2.0 Act (SECURE 2.0 Act). The previous SECURE Act in