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Keep this reference handy for looking up this year's tax rates, personal exemptions, contribution limits, Social Security thresholds, and more.
Make sure your client isn't overpaying Uncle Sam with this overview of the different kinds of income and how they are taxed.
Regardless of the size of a client's assets, charitable giving is fundamental to a financial plan.
Lower federal income tax rates on dividends are a bonus for investors—but traps lie in wait for the unwary.
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Social Security and Medicare Workshop
With Elaine Floyd, CFP®
May 12–15, 2025
The Discovery Meeting Workshop: Transform Your Discovery Process
May 19–20, 2025