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Featured News

Personal Planner

Gifts of Cash Many people use their annual gift exclusion as part of an overall estate planning strategy. Sara: "We had a pretty good year this year. After all the financial changes last year, we decided it was a good time to be more...

Washington News

Tax Filing Season Opens Door to New Scam As the tax filing season moves into high gear, tax scammers continue to develop new strategies. In IR-2018-27, the Service explained the latest tax scam. Because it is difficult for IRS software to discover scams using...
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