Febuary 2023 “TALKING” Taxes For Prospects And Clients
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Tax-Efficient Family Gifting: An Advisor’s Guide
A powerful strategy to discuss with clients interested in gifting is funding Roth accounts on behalf of children or grandchildren.
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Exclusive: Why Not All Income is Created Equal
We all want life to be simpler than it actually is. Your clients are no exception when it comes to how their income is taxed. Many people seem
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