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Tag: charitable donations

Tips for the 2021 Tax Season

February 8, 2021February 8, 2021 by Nichole Dupont

Preparing for the 2021 Tax Season How a financial advisor can help you manage your taxes this year  Reducing your tax burden can help you manage your wealth and free up money to meet your financial goals and build your legacy. But tax rules are complicated, and you may need help understanding all the methods you can use to minimize your tax burden. Your financial advisor is one resource you can tap to help you develop strategies that fit your plan and reduce your tax exposure in 2021. Here are four ways they may be able to help. Tax-deferred accounts…

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How to make the best of your charitable donations

June 18, 2020May 14, 2021 by Zack Marcotte

Over the past four years, the United States has enacted several new pieces of tax legislation that had a significant impact on tax and retirement planning at every level. 2017 brought the Tax Cuts and Jobs Act, or the TCJA for short, that made sweeping changes throughout the tax code. In 2019 Congress passed the Setting Every Community Up for Retirement Enhancement Act, or the SECURE Act, that impacted both retirees and retirement savers. In response to the coronavirus pandemic, Congress quickly passed the Coronavirus Aid, Relief and Economic Security Act, or CARES Act, that brought the most significant stimulus…

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