Year End Tax Review and Planning: IRAs, QCDs and RMDs
With less than a month remaining in this most unusual year, taxpayers should evaluate (and perhaps re-evaluate) their current
Ray Peebles December 1, 2020
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Smart Money Matters: Gifting Techniques for the Savvy Taxpayer
Giving to charity is great; giving away your tax deduction is not. In this first comment in a series
Richard Bean, CPA, CFA April 26, 2019